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 | $23,322 |
STELLAR CAPITAL MANAGEMENT6+ years Service code 27 · EIN 86-0993065 2200 EAST CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Advisory (Plan) | $13,850 |
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 | $35,130 | $54,590-35.6% | $81,930-57.1% | $73,488-52.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 14.28% | 17.74%-3.5pp | 29.49%-15.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,824 | $1,636+72.6% | $4,310-34.5% | $2,270+24.4% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $132 | $592-77.8% | $5,158-97.4% | $513-74.3% |