Filed December 23, 2013
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 | $34,597 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 220 SOUTH 6TH STREET · MINNEAPOLIS, MN 55401 | Accounting | $3,220 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,158 |
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 | $55,418 | $79,523-30.3% | $140,016-60.4% | $56,287-1.5% |
| Participation rate | 97.3% | 85.7%+11.6pp | 87.5%+9.8pp | 69.9%+27.4pp |
| Annual return | -4.22% | 2.39%-6.6pp | 651.12%-655.3pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,562 | $3,350+36.2% | $5,606-18.6% | $2,111+116.1% |
| Participant deferral / active EE | $4,318 | $5,129-15.8% | $6,927-37.7% | $3,350+28.9% |
| Admin fee / account holder | $136 | $614-77.9% | $10,705-98.7% | $521-74.0% |