Filed October 1, 2015 (most recent of 3 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,368 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $91,932 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $892 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,757 | $81,537+33.4% | $149,718-27.4% | $69,631+56.2% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.1%+9.3pp | 70.7%+25.7pp |
| Annual return | 17.99% | 22.79%-4.8pp | 1501.63%-1483.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $5,941 | $3,239+83.4% | $5,445+9.1% | $2,032+192.3% |
| Participant deferral / active EE | $3,409 | $4,994-31.7% | $6,569-48.1% | $3,224+5.7% |
| Admin fee / account holder | $253 | $107+137.2% | $11,283-97.8% | $110+129.5% |