Filed August 7, 2012 (most recent of 2 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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,859 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $860 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,775 | $86,332-21.5% | $125,175-45.9% | $65,185+4.0% |
| Participation rate | 91.6% | 75.3%+16.3pp | 79.8%+11.8pp | 70.2%+21.4pp |
| Annual return | 6.38% | 27.43%-21.1pp | 43.79%-37.4pp | 29.38%-23.0pp |
| Employer contribution / active EE | $1,046 | $2,040-48.7% | $3,865-72.9% | $2,177-51.9% |
| Participant deferral / active EE | $5,493 | $3,537+55.3% | $4,937+11.3% | $3,514+56.3% |
| Admin fee / account holder | $17 | $609-97.1% | $9,702-99.8% | $847-97.9% |