Filed December 28, 1998
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 | $57,646 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $228 |
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 | $54,327 | $85,635-36.6% | $123,892-56.2% | $63,975-15.1% |
| Participation rate | 93.3% | 74.9%+18.4pp | 81.4%+11.9pp | 71.1%+22.2pp |
| Annual return | 10.60% | 15.74%-5.1pp | 47.52%-36.9pp | 48.65%-38.1pp |
| Employer contribution / active EE | $1,518 | $3,076-50.6% | $4,617-67.1% | $2,182-30.4% |
| Participant deferral / active EE | $4,161 | $5,667-26.6% | $5,984-30.5% | $3,356+24.0% |
| Admin fee / account holder | $37 | $75-51.2% | $8,357-99.6% | $70-48.1% |