Filed March 16, 2010 (most recent of 3 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 | $2,075 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15 |
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 | $61,326 | $46,072+33.1% | $70,014-12.4% | $55,167+11.2% |
| Participation rate | 98.2% | 67.5%+30.7pp | 71.8%+26.4pp | 69.0%+29.2pp |
| Annual return | 8.31% | 8.68%-0.4pp | 12.99%-4.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,607 | $1,500+7.1% | $2,338-31.3% | $1,963-18.1% |
| Participant deferral / active EE | $4,597 | $2,344+96.1% | $2,931+56.8% | $3,054+50.5% |
| Admin fee / account holder | $16 | $428-96.3% | $4,380-99.6% | $504-96.8% |