Filed January 31, 2021 (most recent of 8 filings on file)
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 | $109,040 |
STRATEGIES LLC3+ years Service code 27 1525 RALEIGH STE 200 · DENVER, CO 80204 | Advisory (Plan) | $37,046 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,054 |
Filed as: LAW OFFICES OF ED FRADO, LLC Service code 29 8400 E CRESCENT PARKWAY 6TH FL · GREENWOOD VILLAGE, CO 80111 | Legal | $10,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,431 | $75,284-52.9% | $91,001-61.1% | $69,631-49.1% |
| Participation rate | 79.1% | 80.4%-1.3pp | 75.6%+3.5pp | 70.7%+8.4pp |
| Annual return | 23.58% | 48.40%-24.8pp | 4.60%+19.0pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $2,522 | $2,473+2.0% | $2,456+2.7% | $2,032+24.1% |
| Participant deferral / active EE | $4,520 | $3,700+22.2% | $3,547+27.4% | $3,224+40.2% |
| Admin fee / account holder | $162 | $111+46.4% | $5,417-97.0% | $110+46.5% |