Filed September 16, 2005 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,776 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $2,574 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,506 |
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 | $208,957 | $80,005+161.2% | $140,016+49.2% | $55,725+275.0% |
| Participation rate | 99.7% | 87.0%+12.7pp | 87.5%+12.2pp | 70.9%+28.8pp |
| Annual return | -4.98% | 0.46%-5.4pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $6,807 | $3,403+100.0% | $5,606+21.4% | $2,078+227.5% |
| Participant deferral / active EE | $13,310 | $5,264+152.9% | $6,927+92.1% | $3,356+296.7% |
| Admin fee / account holder | $17 | $116-85.1% | $10,705-99.8% | $115-85.0% |