Filed June 27, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,655 |
STRATOS WEALTH PARTNERS6+ years Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 30575 BAINBRIDGE RD STE 100 · SOLON, OH 44139 | Advisory (Plan) | $8,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,869 | $79,519-0.8% | $95,952-17.8% | $73,409+7.4% |
| Participation rate | 81.0% | 81.2%-0.2pp | 77.1%+3.9pp | 72.2%+8.8pp |
| Annual return | 14.67% | 19.20%-4.5pp | 91.61%-76.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,818 | $2,048-11.2% | $2,541-28.4% | $2,234-18.6% |
| Participant deferral / active EE | $4,110 | $4,138-0.7% | $4,167-1.4% | $3,805+8.0% |
| Admin fee / account holder | $175 | $184-5.2% | $6,795-97.4% | $158+10.6% |