Filed September 28, 1992
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 | $10,238 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,519 |
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,528 | $50,106-23.1% | $70,014-45.0% | $57,658-33.2% |
| Participation rate | 51.3% | 70.9%-19.6pp | 71.8%-20.5pp | 70.2%-19.0pp |
| Annual return | 8.38% | 14.58%-6.2pp | 12.99%-4.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $361 | $1,739-79.2% | $2,338-84.5% | $1,974-81.7% |
| Participant deferral / active EE | $1,569 | $2,486-36.9% | $2,931-46.5% | $3,061-48.7% |
| Admin fee / account holder | $25 | $89-72.3% | $4,380-99.4% | $95-73.9% |