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 | $21,843 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $84,118 | $42,548+97.7% | $74,550+12.8% | $56,287+49.4% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.1%-22.7pp | 69.9%-23.5pp |
| Annual return | -4.99% | 12.40%-17.4pp | 32.53%-37.5pp | -9.96%+5.0pp |
| Employer contribution / active EE | $313 | $855-63.4% | $1,961-84.1% | $2,111-85.2% |
| Participant deferral / active EE | $1,783 | $2,277-21.7% | $3,108-42.6% | $3,350-46.8% |
| Admin fee / account holder | $293 | $467-37.3% | $5,060-94.2% | $521-43.7% |