Filed February 20, 2005
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 |
|---|---|---|
RPAS, LTD.3 years Service code 13 6800 PARAGON PLACE, SUITE 210 · RICHMOND, VA 23230 | Contract Administrator | $2,400 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $794 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Investment Management | $471 |
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 | $134,680 | $92,897+45.0% | $90,782+48.4% | $56,287+139.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -5.86% | -2.59%-3.3pp | -3.42%-2.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $14,700 | $3,871+279.7% | $4,105+258.1% | $2,111+596.4% |
| Participant deferral / active EE | $7,533 | $5,551+35.7% | $5,366+40.4% | $3,350+124.9% |
| Admin fee / account holder | $7 | $440-98.5% | $5,908-99.9% | $521-98.7% |