Filed December 2, 2011 (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 | $101,777 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,077 |
ACUFF & ASSOCIATES, INC.1 year Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027 | Contract Administrator | $12,825 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,696 | $56,443+58.9% | $83,848+7.0% | $55,725+61.0% |
| Participation rate | 85.7% | 72.0%+13.7pp | 76.1%+9.6pp | 70.9%+14.9pp |
| Annual return | -3.78% | 393.67%-397.4pp | 850.88%-854.7pp | 244.93%-248.7pp |
| Employer contribution / active EE | $5,018 | $2,682+87.1% | $3,631+38.2% | $2,078+141.5% |
| Participant deferral / active EE | $5,666 | $2,965+91.1% | $4,082+38.8% | $3,356+68.9% |
| Admin fee / account holder | $152 | $156-2.9% | $5,478-97.2% | $115+31.7% |