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 | $9,118 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
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 | $95,785 | $46,100+107.8% | $86,590+10.6% | $69,631+37.6% |
| Participation rate | 99.3% | 67.2%+32.1pp | 73.5%+25.7pp | 70.7%+28.6pp |
| Annual return | 17.98% | 21.02%-3.0pp | 964.84%-946.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $8,385 | $1,850+353.3% | $2,839+195.3% | $2,032+312.6% |
| Participant deferral / active EE | $7,347 | $2,432+202.2% | $3,609+103.6% | $3,224+127.9% |
| Admin fee / account holder | $23 | $94-75.5% | $4,906-99.5% | $110-79.2% |