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 | $75,050 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,000 |
CROWE LLP2 years Service code 13 · EIN 35-0921680 320 E JEFFERESON BLVD · SOUTH BEND, IN 466240007 | Contract Administrator | $19,000 |
HANNIS T. BOURGEOIS, LLP5+ years Service code 10 · EIN 72-0636725 2322 TREMONT DR. · BATON ROUGE, LA 70809 | Accounting | $16,993 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,230 |
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 | $35,104 | $66,601-47.3% | $92,893-62.2% | $67,579-48.1% |
| Participation rate | 76.4% | 72.5%+3.9pp | 76.0%+0.4pp | 71.3%+5.1pp |
| Annual return | 19.40% | 92.58%-73.2pp | 109.41%-90.0pp | 378.56%-359.2pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,897 | $3,157-8.2% | $4,236-31.6% | $3,539-18.2% |
| Admin fee / account holder | $240 | $199+20.8% | $5,794-95.9% | $142+68.9% |