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 | $82,445 |
Service code 27 444 W 47TH STREET · KANSAS CITY, MO 641121906 | Advisory (Plan) | $45,834 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,757 |
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 | $89,072 | $73,102+21.8% | $123,544-27.9% | $56,287+58.2% |
| Participation rate | 99.4% | 74.3%+25.1pp | 82.3%+17.1pp | 69.9%+29.5pp |
| Annual return | -5.01% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $5,890 | $2,977+97.9% | $4,628+27.3% | $2,111+179.0% |
| Participant deferral / active EE | $5,559 | $5,423+2.5% | $6,426-13.5% | $3,350+66.0% |
| Admin fee / account holder | $641 | $554+15.7% | $9,284-93.1% | $521+23.0% |