Overview

Plan Rating

BrightScope Rating
33
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (48)
Highest in Peer Group (62)

Plan Description

Roaring Fork, Llc 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 33. Roaring Fork, Llc 401k Profit Sharing Plan & Trust currently has over 300 active participants and over $1.0M in plan assets.

Did you know?

For the average 401k participant, the 29 point difference between this plan's BrightScope Rating (33) and the top rated plan (62) could equate to:
11
Additional years of work
240,377
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 241 N Broadway, Suite 501
  • Location
    Milwaukee , WI
  • 53202
  • Industry
    Full-Service Restaurants
  • Administrator
    James Anderson
  • Net Plan Assets
    $1,020,000
  • Total Participants
    350
  • Avg Account Balance
    $6,700

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Below Avg.
Account Balance:
Poor
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

24

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Lincoln Financial Presidential Managed Risk 15%
N/A
Federated Government Ultrashort Duration 15%
N/A
Lincoln Financial LVIP Managed Risk Profile 13%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Lincoln Financial
Insurance Advisor/Broker
Morgan Stanley
Administration
Lincoln Financial
Recordkeeper
The Retirement Advantage
Auditor
Freyberg Hinkle Et Al

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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