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 | $2,025 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $695 |
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 | $8,865 | $31,424-71.8% | $81,478-89.1% | $69,631-87.3% |
| Participation rate | 94.3% | 50.8%+43.4pp | 68.0%+26.3pp | 70.7%+23.6pp |
| Annual return | 16.54% | 22.44%-5.9pp | 38.78%-22.2pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $791 | $1,029-23.1% | $2,568-69.2% | $2,032-61.1% |
| Participant deferral / active EE | $1,374 | $1,838-25.3% | $3,537-61.1% | $3,224-57.4% |
| Admin fee / account holder | $9 | $103-91.2% | $4,561-99.8% | $110-91.9% |