Filed October 18, 2004
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 | $21,904 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $10,083 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $1,391 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $869 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,821 | $51,466+97.8% | $78,778+29.3% | $62,292+63.5% |
| Participation rate | 44.4% | 59.8%-15.3pp | 69.2%-24.7pp | 69.5%-25.1pp |
| Annual return | 12.45% | 19.96%-7.5pp | 35.62%-23.2pp | 28.90%-16.4pp |
| Employer contribution / active EE | $262 | $827-68.3% | $1,986-86.8% | $2,042-87.1% |
| Participant deferral / active EE | $1,557 | $2,147-27.5% | $2,958-47.4% | $3,169-50.9% |
| Admin fee / account holder | $299 | $489-39.0% | $5,134-94.2% | $479-37.7% |