Filed November 9, 2005
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,354 |
SMITH HAYES ADVISERS, INC.2+ years Service code 27 1225 L ST., STE. 200 · LINCOLN, NE 68508 | Advisory (Plan) | $28,682 |
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $20,622 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,556 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,280 | $74,024-68.6% | $77,999-70.2% | $57,658-59.6% |
| Participation rate | 94.3% | 79.7%+14.5pp | 75.5%+18.8pp | 70.2%+24.1pp |
| Annual return | 6.78% | 12.14%-5.4pp | 425.96%-419.2pp | 5.13%+1.6pp |
| Employer contribution / active EE | $956 | $2,365-59.6% | $2,470-61.3% | $1,974-51.6% |
| Participant deferral / active EE | $2,260 | $3,533-36.0% | $3,497-35.4% | $3,061-26.2% |
| Admin fee / account holder | $119 | $93+28.0% | $5,480-97.8% | $95+26.2% |