Filed October 18, 2004
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 | $11,660 |
KOVACK SECURITIES INC1+ years Filed as: KOVACK ADVISORS, INC Service code 27 6451 N FEDERAL HWY STE 1201 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $6,467 |
L M KOHN & COMPANY1+ years Service code 27 10151 CARVER RD STE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $3,385 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $82 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,925 | $56,629+21.7% | $77,999-11.6% | $55,167+24.9% |
| Participation rate | 72.4% | 73.3%-0.9pp | 75.5%-3.1pp | 69.0%+3.4pp |
| Annual return | 3.69% | 2866.98%-2863.3pp | 425.96%-422.3pp | 169.23%-165.5pp |
| Employer contribution / active EE | $7,676 | $1,723+345.5% | $2,470+210.8% | $1,963+291.1% |
| Participant deferral / active EE | $1,501 | $2,777-45.9% | $3,497-57.1% | $3,054-50.9% |
| Admin fee / account holder | $97 | $467-79.1% | $5,480-98.2% | $504-80.7% |