Filed September 27, 1992
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 | $17,674 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $16,078 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,153 |
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 | $49,358 | $42,546+16.0% | $71,796-31.3% | $55,167-10.5% |
| Participation rate | 72.7% | 59.1%+13.6pp | 69.1%+3.6pp | 69.0%+3.7pp |
| Annual return | 9.11% | 12.36%-3.3pp | 78.04%-68.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,469 | $803+207.4% | $1,924+28.3% | $1,963+25.8% |
| Participant deferral / active EE | $3,440 | $2,064+66.6% | $2,794+23.1% | $3,054+12.6% |
| Admin fee / account holder | $255 | $650-60.7% | $4,815-94.7% | $504-49.4% |