Filed February 21, 2006 (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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,140 |
CROWE LLP1 year Service code 15 · EIN 35-0921680 | Recordkeeping | $0 |
Service code 27 315 DEADERICK ST 5TH FL. · NASHVILLE, TN 37238 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,717 | $65,118-22.1% | $76,768-33.9% | $55,725-9.0% |
| Participation rate | 59.5% | 79.6%-20.1pp | 77.0%-17.5pp | 70.9%-11.4pp |
| Annual return | -1.70% | -1.27%-0.4pp | 2.43%-4.1pp | 244.93%-246.6pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,228 | $3,688-39.6% | $3,852-42.2% | $3,356-33.6% |
| Admin fee / account holder | $160 | $116+38.2% | $6,675-97.6% | $115+39.0% |