Filed December 18, 2018
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 | $9,497 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $8,198 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,405 | $38,969-14.3% | $109,313-69.4% | $55,167-39.4% |
| Participation rate | 43.7% | 58.2%-14.5pp | 71.3%-27.6pp | 69.0%-25.3pp |
| Annual return | 6.05% | 8.26%-2.2pp | 22.07%-16.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $599 | $1,227-51.1% | $3,892-84.6% | $1,963-69.5% |
| Participant deferral / active EE | $2,043 | $2,176-6.1% | $3,166-35.5% | $3,054-33.1% |
| Admin fee / account holder | $215 | $501-57.1% | $5,666-96.2% | $504-57.4% |