Filed March 31, 2009 (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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $104,336 |
Service code 99 · EIN 13-5674085 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Other Fees | $52,252 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $8,461 |
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 | $62,266 | $77,559-19.7% | $68,793-9.5% | $75,289-17.3% |
| Participation rate | 94.1% | 78.3%+15.8pp | 72.2%+21.9pp | 72.4%+21.7pp |
| Annual return | -4.24% | -1.01%-3.2pp | -4.63%+0.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $2,757 | $1,993+38.3% | $2,625+5.0% | $2,405+14.6% |
| Participant deferral / active EE | $5,189 | $3,128+65.9% | $3,311+56.7% | $3,739+38.8% |
| Admin fee / account holder | $123 | $90+36.1% | $5,131-97.6% | $102+20.2% |