Filed December 18, 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,336 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $629 |
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 | $58,466 | $59,186-1.2% | $76,768-23.8% | $56,287+3.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.59% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,738 | $1,759-1.2% | $2,485-30.1% | $2,111-17.7% |
| Participant deferral / active EE | $3,671 | $3,255+12.8% | $3,852-4.7% | $3,350+9.6% |
| Admin fee / account holder | $140 | $489-71.3% | $6,675-97.9% | $521-73.1% |