Overview

Plan Rating

BrightScope Rating
68
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (51)
Average in Peer Group (64)
Highest in Peer Group (84)

Plan Description

The Stevinson 401k Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Total Plan Cost. The Stevinson 401k Plan & Trust currently has over 1,200 active participants and over $20.0M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (68) and the top rated plan (84) could equate to:
8
Additional years of work
122,961
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 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1726 Cole Blvd Suite 300
  • Location
    Lakewood , CO
  • 80401
  • Industry
    New Car Dealers
  • Administrator
    Scott Stevinson
  • Net Plan Assets
    $20,000,000
  • Total Participants
    1,200
  • Avg Account Balance
    $17,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Poor

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

34

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Group Target Retirement 83%
34%
Key Guaranteed Portfolio Fund 4%
N/A
Vanguard Growth Index 1%
28%
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
Empower
Insurance Advisor/Broker
Digital Retirement Solutions, Inc.
Insurance Advisor/Broker
Morgan Stanley
Recordkeeper
Empower
Auditor
Hawkins and Company LLC

Articles and Questions

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