Filed October 14, 2015
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 | $22,837 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $16,118 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
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 | $41,796 | $75,183-44.4% | $123,892-66.3% | $55,167-24.2% |
| Participation rate | 99.4% | 72.8%+26.6pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 12.53% | 19.01%-6.5pp | 47.52%-35.0pp | 169.23%-156.7pp |
| Employer contribution / active EE | $3,842 | $2,823+36.1% | $4,617-16.8% | $1,963+95.8% |
| Participant deferral / active EE | $5,050 | $5,084-0.7% | $5,984-15.6% | $3,054+65.4% |
| Admin fee / account holder | $219 | $663-66.9% | $8,357-97.4% | $504-56.5% |