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 | $855 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,583 | $44,473-82.9% | $76,523-90.1% | $55,725-86.4% |
| Participation rate | 83.4% | 51.0%+32.4pp | 68.0%+15.4pp | 70.9%+12.5pp |
| Annual return | -9.84% | -2.01%-7.8pp | -0.27%-9.6pp | 244.93%-254.8pp |
| Employer contribution / active EE | $868 | $1,101-21.2% | $2,647-67.2% | $2,078-58.2% |
| Participant deferral / active EE | $1,269 | $1,988-36.2% | $3,835-66.9% | $3,356-62.2% |
| Admin fee / account holder | $9 | $134-93.3% | $4,848-99.8% | $115-92.2% |