Filed April 16, 2018
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 | $69,215 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $39,159 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,482 | $80,753+8.3% | $136,294-35.8% | $62,292+40.4% |
| Participation rate | 97.7% | 73.5%+24.1pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 18.06% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $5,310 | $2,884+84.1% | $4,695+13.1% | $2,042+160.0% |
| Participant deferral / active EE | $4,655 | $5,164-9.9% | $6,247-25.5% | $3,169+46.9% |
| Admin fee / account holder | $541 | $525+2.9% | $9,243-94.2% | $479+12.8% |