Filed January 10, 1997
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 | $521 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,247 | $23,385+63.5% | $69,182-44.7% | $57,658-33.7% |
| Participation rate | 24.0% | 37.9%-13.9pp | 55.1%-31.1pp | 70.2%-46.2pp |
| Annual return | 6.79% | -659.34%+666.1pp | -21.93%+28.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $22 | $422-94.9% | $1,206-98.2% | $1,974-98.9% |
| Participant deferral / active EE | $594 | $843-29.6% | $1,897-68.7% | $3,061-80.6% |
| Admin fee / account holder | $7 | $82-91.5% | $2,697-99.7% | $95-92.6% |