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 | $41,284 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS, LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $10,742 |
ETA CONSULTING, LLC2 years Service code 13 3734 SCUTS COURT · MARION, SC 29571 | Contract Administrator | $2,189 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,113 |
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 | $19,457 | $37,884-48.6% | $79,464-75.5% | $75,289-74.2% |
| Participation rate | 12.0% | 65.0%-53.0pp | 73.3%-61.4pp | 72.4%-60.4pp |
| Annual return | 3.37% | 1.06%+2.3pp | 718.14%-714.8pp | -0.04%+3.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,395 | $2,569-45.7% | $3,704-62.3% | $3,739-62.7% |
| Admin fee / account holder | $177 | $77+131.7% | $5,113-96.5% | $102+73.4% |