Filed June 24, 2008 (most recent of 2 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 ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,488 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,165 |
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 | $56,693 | $57,384-1.2% | $106,387-46.7% | $56,287+0.7% |
| Participation rate | 87.1% | 71.3%+15.8pp | 77.5%+9.7pp | 69.9%+17.3pp |
| Annual return | -4.75% | 5.91%-10.7pp | 0.25%-5.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,514 | $2,348-35.5% | $3,520-57.0% | $2,111-28.3% |
| Participant deferral / active EE | $3,246 | $3,799-14.5% | $5,421-40.1% | $3,350-3.1% |
| Admin fee / account holder | $63 | $566-88.9% | $7,510-99.2% | $521-87.9% |