Filed May 23, 2014 (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 | $125,954 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,000 |
CROWE LLP1 year Service code 13 · EIN 35-0921680 320 E JEFFERESON BLVD · SOUTH BEND, IN 466240007 | Contract Administrator | $19,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,928 |
HANNIS T. BOURGEOIS, LLP4+ years Service code 10 · EIN 72-0636725 2322 TREMONT DR. · BATON ROUGE, LA 70809 | Accounting | $12 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,694 | $56,443-47.4% | $83,848-64.6% | $55,725-46.7% |
| Participation rate | 76.7% | 72.0%+4.7pp | 76.1%+0.6pp | 70.9%+5.9pp |
| Annual return | -7.05% | 393.67%-400.7pp | 850.88%-857.9pp | 244.93%-252.0pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,539 | $2,965+19.4% | $4,082-13.3% | $3,356+5.5% |
| Admin fee / account holder | $212 | $156+35.7% | $5,478-96.1% | $115+84.1% |