Filed October 18, 2004 (most recent of 3 filings on file)
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 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $16,273 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,398 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,033 | $42,548+59.9% | $74,550-8.7% | $56,287+20.9% |
| Participation rate | 57.6% | 60.5%-2.8pp | 69.1%-11.5pp | 69.9%-12.2pp |
| Annual return | 5.50% | 12.40%-6.9pp | 32.53%-27.0pp | -9.96%+15.5pp |
| Employer contribution / active EE | $2,025 | $855+136.8% | $1,961+3.3% | $2,111-4.1% |
| Participant deferral / active EE | $4,291 | $2,277+88.4% | $3,108+38.1% | $3,350+28.1% |
| Admin fee / account holder | $348 | $467-25.6% | $5,060-93.1% | $521-33.3% |