Filed June 9, 1998
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 | $71,532 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $63,867 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $30,034 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,001 |
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 | $126,678 | $80,177+58.0% | $123,892+2.2% | $57,658+119.7% |
| Participation rate | 99.1% | 74.4%+24.7pp | 81.4%+17.7pp | 70.2%+28.9pp |
| Annual return | 9.78% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.6pp |
| Employer contribution / active EE | $9,587 | $2,913+229.1% | $4,617+107.6% | $1,974+385.7% |
| Participant deferral / active EE | $10,471 | $5,130+104.1% | $5,984+75.0% | $3,061+242.1% |
| Admin fee / account holder | $230 | $106+116.1% | $8,357-97.3% | $95+143.1% |