Filed August 6, 2007
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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,943 |
Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,722 | $75,388-73.8% | $123,544-84.0% | $55,725-64.6% |
| Participation rate | 22.0% | 75.7%-53.7pp | 82.3%-60.3pp | 70.9%-48.9pp |
| Annual return | -2.62% | 4.48%-7.1pp | 119.20%-121.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,875 | $5,651-66.8% | $6,426-70.8% | $3,356-44.1% |
| Admin fee / account holder | $68 | $120-43.1% | $9,284-99.3% | $115-40.8% |