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 | $122,324 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,938 |
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 | $57,872 | $88,874-34.9% | $123,544-53.2% | $75,289-23.1% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.3%+12.6pp | 72.4%+22.5pp |
| Annual return | -3.41% | 4.22%-7.6pp | 119.20%-122.6pp | -0.04%-3.4pp |
| Employer contribution / active EE | $1,858 | $3,256-42.9% | $4,628-59.9% | $2,405-22.7% |
| Participant deferral / active EE | $5,241 | $6,174-15.1% | $6,426-18.4% | $3,739+40.2% |
| Admin fee / account holder | $69 | $95-27.2% | $9,284-99.3% | $102-32.7% |