Filed June 8, 2017 (most recent of 2 filings on file)
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 | $28,257 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $36,051 | $39,898-9.6% | $121,196-70.3% | $55,725-35.3% |
| Participation rate | 45.6% | 61.2%-15.6pp | 71.7%-26.2pp | 70.9%-25.3pp |
| Annual return | -7.21% | -0.96%-6.3pp | 16.93%-24.1pp | 244.93%-252.1pp |
| Employer contribution / active EE | $685 | $1,295-47.1% | $4,022-83.0% | $2,078-67.0% |
| Participant deferral / active EE | $1,539 | $2,439-36.9% | $3,344-54.0% | $3,356-54.1% |
| Admin fee / account holder | $284 | $95+198.1% | $5,019-94.4% | $115+146.1% |