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 | $85,947 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,178 |
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 | $60,820 | $96,458-36.9% | $136,294-55.4% | $77,958-22.0% |
| Participation rate | 93.8% | 75.4%+18.4pp | 81.9%+11.9pp | 71.6%+22.1pp |
| Annual return | 22.57% | 23.78%-1.2pp | 5155.94%-5133.4pp | 20.87%+1.7pp |
| Employer contribution / active EE | $1,719 | $3,144-45.3% | $4,695-63.4% | $2,310-25.6% |
| Participant deferral / active EE | $4,673 | $5,902-20.8% | $6,247-25.2% | $3,537+32.1% |
| Admin fee / account holder | $50 | $80-37.6% | $9,243-99.5% | $97-48.4% |