Filed December 26, 2013 (most recent of 5 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,933 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
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 | $81,714 | $39,859+105.0% | $78,689+3.8% | $57,658+41.7% |
| Participation rate | 99.2% | 66.1%+33.2pp | 73.6%+25.7pp | 70.2%+29.0pp |
| Annual return | 9.21% | 18.96%-9.8pp | 62.18%-53.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $8,349 | $1,786+367.5% | $2,851+192.9% | $1,974+323.0% |
| Participant deferral / active EE | $7,409 | $2,248+229.5% | $3,517+110.7% | $3,061+142.1% |
| Admin fee / account holder | $15 | $76-79.7% | $4,510-99.7% | $95-83.7% |