Filed August 22, 2008
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 | $139,352 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $68,261 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,639 | $60,396-37.7% | $83,848-55.1% | $75,289-50.0% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.1%-15.0pp | 72.4%-11.3pp |
| Annual return | -3.91% | 3.84%-7.8pp | 850.88%-854.8pp | -0.04%-3.9pp |
| Employer contribution / active EE | $980 | $3,343-70.7% | $3,631-73.0% | $2,405-59.3% |
| Participant deferral / active EE | $2,570 | $2,922-12.1% | $4,082-37.0% | $3,739-31.3% |
| Admin fee / account holder | $235 | $141+66.7% | $5,478-95.7% | $102+130.1% |