Filed December 7, 2001
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 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,823 |
STELLAR CAPITAL MANAGEMENT5+ years Service code 27 · EIN 86-0993065 2200 EAST CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Advisory (Plan) | $13,982 |
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 | $38,271 | $50,666-24.5% | $76,817-50.2% | $65,185-41.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 20.23% | 28.51%-8.3pp | 1166.11%-1145.9pp | 29.38%-9.2pp |
| Employer contribution / active EE | $2,965 | $1,575+88.2% | $2,302+28.8% | $2,177+36.2% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $151 | $463-67.5% | $6,420-97.7% | $847-82.2% |