Filed July 27, 2011 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84,779 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,364 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,315 | $63,299+49.0% | $91,001+3.6% | $62,292+51.4% |
| Participation rate | 87.8% | 73.3%+14.5pp | 75.6%+12.2pp | 69.5%+18.2pp |
| Annual return | 18.94% | 20.99%-2.0pp | 4.60%+14.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $11,683 | $1,807+546.6% | $2,456+375.8% | $2,042+472.1% |
| Participant deferral / active EE | $29,601 | $2,943+906.0% | $3,547+734.4% | $3,169+834.1% |
| Admin fee / account holder | $317 | $468-32.2% | $5,417-94.1% | $479-33.9% |