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 | $2,162 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $98 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,742 | $50,385+28.5% | $75,670-14.4% | $62,292+3.9% |
| Participation rate | 99.2% | 67.7%+31.5pp | 72.3%+26.9pp | 69.5%+29.7pp |
| Annual return | 19.84% | 19.90%-0.1pp | 27.34%-7.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,610 | $1,537+4.7% | $2,352-31.5% | $2,042-21.2% |
| Participant deferral / active EE | $4,897 | $2,445+100.3% | $3,142+55.8% | $3,169+54.5% |
| Admin fee / account holder | $15 | $384-96.2% | $5,800-99.7% | $479-96.9% |