Filed August 9, 2013
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 9-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 | $22,925 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $7,470 |
ETA CONSULTING, LLC1 year Service code 13 3734 SCUTS COURT · MARION, SC 29571 | Contract Administrator | $1,309 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,504 | $46,100-59.9% | $86,590-78.6% | $69,631-73.4% |
| Participation rate | 19.3% | 67.2%-47.8pp | 73.5%-54.2pp | 70.7%-51.3pp |
| Annual return | 24.65% | 21.02%+3.6pp | 964.84%-940.2pp | 27571.02%-27546.4pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,950 | $2,432-19.8% | $3,609-46.0% | $3,224-39.5% |
| Admin fee / account holder | $104 | $94+11.1% | $4,906-97.9% | $110-5.6% |