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 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $24,031 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,509 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $324 |
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 | $61,734 | $73,102-15.6% | $123,544-50.0% | $56,287+9.7% |
| Participation rate | 98.9% | 74.3%+24.6pp | 82.3%+16.6pp | 69.9%+29.1pp |
| Annual return | -4.24% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $5,027 | $2,977+68.9% | $4,628+8.6% | $2,111+138.1% |
| Participant deferral / active EE | $6,373 | $5,423+17.5% | $6,426-0.8% | $3,350+90.3% |
| Admin fee / account holder | $243 | $554-56.1% | $9,284-97.4% | $521-53.4% |