Filed May 18, 1993
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 | $48,562 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,085 |
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 | $24,352 | $45,382-46.3% | $154,107-84.2% | $75,289-67.7% |
| Participation rate | 25.4% | 65.9%-40.5pp | 83.0%-57.7pp | 72.4%-47.1pp |
| Annual return | 0.25% | -0.47%+0.7pp | 735.12%-734.9pp | -0.04%+0.3pp |
| Employer contribution / active EE | $480 | $1,533-68.7% | $5,298-90.9% | $2,405-80.0% |
| Participant deferral / active EE | $895 | $2,384-62.4% | $5,081-82.4% | $3,739-76.0% |
| Admin fee / account holder | $71 | $89-20.4% | $13,411-99.5% | $102-30.5% |