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 | $139,522 |
STRATEGIES LLC4+ years Service code 27 1525 RALEIGH ST STE 200 · DENVER, CO 80204 | Advisory (Plan) | $38,962 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,616 |
Filed as: LAW OFFICES OF ED FRADO, LLC Service code 29 8400 E CRESCENT PARKWAY 6TH FL · GREENWOOD VILLAGE, CO 80111 | Legal | $10,285 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,823 | $65,223-38.9% | $80,019-50.2% | $55,725-28.5% |
| Participation rate | 84.1% | 80.6%+3.5pp | 75.8%+8.2pp | 70.9%+13.2pp |
| Annual return | -6.48% | 7.59%-14.1pp | 11.22%-17.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,939 | $2,544+15.5% | $2,468+19.1% | $2,078+41.4% |
| Participant deferral / active EE | $5,296 | $3,881+36.5% | $3,686+43.7% | $3,356+57.8% |
| Admin fee / account holder | $214 | $114+87.5% | $6,521-96.7% | $115+85.9% |