Filed March 15, 2006
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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP1+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $17,923 |
GENEOS WEALTH MANAGEMENT INC1+ years Service code 55 511 CLAYTON ST · DENVER, CO 80206 | Other Commissions | $11,830 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,050 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,291 | $36,916-64.0% | $156,549-91.5% | $57,658-76.9% |
| Participation rate | 68.1% | 63.4%+4.7pp | 84.0%-15.9pp | 70.2%-2.1pp |
| Annual return | 12.14% | 12.38%-0.2pp | 32.23%-20.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $877 | $1,571-44.1% | $5,501-84.1% | $1,974-55.5% |
| Participant deferral / active EE | $1,203 | $1,926-37.5% | $4,871-75.3% | $3,061-60.7% |
| Admin fee / account holder | $16 | $82-80.0% | $13,027-99.9% | $95-82.5% |