Filed March 18, 2008 (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 37 · EIN 04-2647786 | Loan Processing | $74,003 |
Filed as: EMPOWER RETIREMENT Service code 15 8515 ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,494 |
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 | $34,846 | $43,110-19.2% | $156,549-77.7% | $65,292-46.6% |
| Participation rate | 90.7% | 69.3%+21.4pp | 84.0%+6.7pp | 72.4%+18.3pp |
| Annual return | 8.38% | 11.24%-2.9pp | 32.23%-23.9pp | 11.84%-3.5pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $3,879 | $2,520+53.9% | $4,871-20.4% | $3,579+8.4% |
| Admin fee / account holder | $9 | $47-79.9% | $13,027-99.9% | $57-83.4% |