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 | $83,796 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,962 |
STRATEGIES LLC6+ years Service code 99 1525 RALEIGH STREET, STE 200 · DENVER, CO 80204 | Other Fees | $10,634 |
Filed as: LAW OFFICES OF ED FRADO, LLC Service code 29 8400 E CRESCENT PARKWAY 6TH FL · GREENWOOD VILLAGE, CO 80111 | Legal | $4,397 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,772 | $85,135-19.2% | $98,907-30.5% | $73,409-6.3% |
| Participation rate | 85.5% | 81.1%+4.3pp | 76.0%+9.4pp | 72.2%+13.3pp |
| Annual return | 19.00% | 19.14%-0.1pp | 196.43%-177.4pp | 59.29%-40.3pp |
| Employer contribution / active EE | $3,030 | $2,721+11.4% | $2,689+12.7% | $2,234+35.7% |
| Participant deferral / active EE | $5,903 | $4,349+35.7% | $4,244+39.1% | $3,805+55.1% |
| Admin fee / account holder | $139 | $1390% | $6,642-97.9% | $158-11.8% |