Filed November 9, 1990
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 | $58,592 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $23,143 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
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 | $26,198 | $54,390-51.8% | $117,039-77.6% | $69,631-62.4% |
| Participation rate | 94.6% | 58.5%+36.0pp | 77.2%+17.4pp | 70.7%+23.9pp |
| Annual return | 11.72% | 18.33%-6.6pp | 18.95%-7.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,554 | $1,357+14.5% | $3,785-58.9% | $2,032-23.5% |
| Participant deferral / active EE | $2,755 | $2,076+32.7% | $3,929-29.9% | $3,224-14.5% |
| Admin fee / account holder | $187 | $98+90.9% | $5,974-96.9% | $110+69.0% |