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 | $108,075 |
STRATEGIES LLC5+ years Service code 99 1525 RALEIGH ST STE 200 · DENVER, CO 80204 | Other Fees | $41,104 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,352 |
Service code 10 303 EAST 17TH AVE STE 600 · DENVER, CO 80203 | Accounting | $15,869 |
Filed as: LAW OFFICES OF ED FRADO, LLC Service code 29 8400 E CRESCENT PARKWAY 6TH FL · GREENWOOD VILLAGE, CO 80111 | Legal | $13,940 |
TPA SERVICES, INC.1 year Filed as: TPA SERVICES INC Service code 13 7108 S ALTON WAY BLDG L STE B · CENTENNIAL, CO 80112 | Contract Administrator | $6,730 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,667 | $74,347-29.2% | $93,606-43.7% | $67,579-22.1% |
| Participation rate | 84.2% | 80.6%+3.6pp | 75.8%+8.4pp | 71.3%+12.9pp |
| Annual return | 23.64% | 28.07%-4.4pp | 32.76%-9.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $2,757 | $2,583+6.7% | $2,718+1.4% | $2,148+28.3% |
| Participant deferral / active EE | $5,393 | $4,060+32.8% | $4,069+32.6% | $3,539+52.4% |
| Admin fee / account holder | $199 | $123+62.5% | $7,888-97.5% | $142+40.1% |