Filed April 14, 2004
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 | $6,482 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $940 |
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 | $73,167 | $36,916+98.2% | $156,549-53.3% | $57,658+26.9% |
| Participation rate | 81.1% | 63.4%+17.7pp | 84.0%-2.9pp | 70.2%+10.9pp |
| Annual return | 8.50% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,880 | $1,571+19.7% | $5,501-65.8% | $1,974-4.7% |
| Participant deferral / active EE | $3,320 | $1,926+72.4% | $4,871-31.8% | $3,061+8.5% |
| Admin fee / account holder | $13 | $82-84.6% | $13,027-99.9% | $95-86.5% |