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 | $56,091 |
CROWE LLP3 years Service code 15 · EIN 35-0921680 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC3 years 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.
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 | $74,090 | $79,519-6.8% | $95,952-22.8% | $73,409+0.9% |
| Participation rate | 65.0% | 81.2%-16.2pp | 77.1%-12.1pp | 72.2%-7.2pp |
| Annual return | 21.43% | 19.20%+2.2pp | 91.61%-70.2pp | 59.29%-37.9pp |
| Employer contribution / active EE | $1 | $2,048-99.9% | $2,541-100.0% | $2,234-99.9% |
| Participant deferral / active EE | $2,411 | $4,138-41.7% | $4,167-42.1% | $3,805-36.7% |
| Admin fee / account holder | $200 | $184+8.7% | $6,795-97.1% | $158+26.9% |