Filed August 12, 2008
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,491 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $62,816 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $47,112 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,753 |
BDO USA, LLP3+ years Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $67 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,398 | $96,458-54.0% | $136,294-67.4% | $77,958-43.0% |
| Participation rate | 32.6% | 75.4%-42.8pp | 81.9%-49.3pp | 71.6%-39.1pp |
| Annual return | 17.91% | 23.78%-5.9pp | 5155.94%-5138.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $236 | $3,144-92.5% | $4,695-95.0% | $2,310-89.8% |
| Participant deferral / active EE | $775 | $5,902-86.9% | $6,247-87.6% | $3,537-78.1% |
| Admin fee / account holder | $230 | $80+185.3% | $9,243-97.5% | $97+135.7% |