Filed November 25, 1
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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,865 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,106 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,241 | $55,453-14.8% | $170,442-72.3% | $62,292-24.2% |
| Participation rate | 50.6% | 66.4%-15.8pp | 83.6%-33.0pp | 69.5%-18.9pp |
| Annual return | 13.34% | 21.38%-8.0pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,357 | $2,164-37.3% | $5,433-75.0% | $2,042-33.6% |
| Participant deferral / active EE | $2,112 | $2,303-8.3% | $4,939-57.2% | $3,169-33.3% |
| Admin fee / account holder | $82 | $455-81.9% | $13,880-99.4% | $479-82.8% |