Filed August 7, 2013
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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,550 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $340 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,406 | $32,425-77.2% | $74,583-90.1% | $55,167-86.6% |
| Participation rate | 96.3% | 54.0%+42.3pp | 68.1%+28.2pp | 69.0%+27.3pp |
| Annual return | 13.56% | 10.63%+2.9pp | 20.47%-6.9pp | 169.23%-155.7pp |
| Employer contribution / active EE | $779 | $1,043-25.4% | $2,525-69.2% | $1,963-60.3% |
| Participant deferral / active EE | $1,268 | $1,995-36.4% | $3,458-63.3% | $3,054-58.5% |
| Admin fee / account holder | $11 | $748-98.5% | $4,138-99.7% | $504-97.8% |