Filed December 30, 2004
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 | $2,231 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,775 | $23,385-24.0% | $69,182-74.3% | $57,658-69.2% |
| Participation rate | 78.8% | 37.9%+40.9pp | 55.1%+23.7pp | 70.2%+8.6pp |
| Annual return | 6.99% | -659.34%+666.3pp | -21.93%+28.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $338 | $422-19.9% | $1,206-71.9% | $1,974-82.9% |
| Participant deferral / active EE | $1,706 | $843+102.3% | $1,897-10.1% | $3,061-44.3% |
| Admin fee / account holder | $6 | $82-93.0% | $2,697-99.8% | $95-93.9% |