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 | $88,193 |
DA DAVIDSON & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $51,752 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,752 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,666 | $134,045-84.6% | $80,019-74.2% | $75,289-72.6% |
| Participation rate | 97.1% | 85.8%+11.4pp | 75.8%+21.3pp | 72.4%+24.7pp |
| Annual return | -3.12% | -0.56%-2.6pp | 11.22%-14.3pp | -0.04%-3.1pp |
| Employer contribution / active EE | $1,274 | $3,492-63.5% | $2,468-48.4% | $2,405-47.0% |
| Participant deferral / active EE | $2,736 | $4,976-45.0% | $3,686-25.8% | $3,739-26.8% |
| Admin fee / account holder | $81 | $124-34.7% | $6,521-98.8% | $102-20.9% |