Filed April 26, 2012
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 | $2,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,732 | $28,416-51.7% | $73,545-81.3% | $69,631-80.3% |
| Participation rate | 39.5% | 38.3%+1.2pp | 54.9%-15.4pp | 70.7%-31.2pp |
| Annual return | 15.42% | -694.13%+709.6pp | -15.16%+30.6pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $65 | $430-84.9% | $1,219-94.7% | $2,032-96.8% |
| Participant deferral / active EE | $719 | $897-19.8% | $1,806-60.2% | $3,224-77.7% |
| Admin fee / account holder | $10 | $104-90.3% | $2,320-99.6% | $110-90.8% |