Filed December 2, 2011 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $167,477 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 8110 E UNION AVENUE · DENVER, CO 80237 | Advisory (Plan) | $50,190 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 16 1801 CALIFORNIA ST · DENVER, CO 80202 | Consulting | $14,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,347 | $45,000+58.5% | $143,757-50.4% | $77,904-8.4% |
| Participation rate | 97.9% | 66.8%+31.1pp | 80.3%+17.6pp | 73.7%+24.2pp |
| Annual return | -14.43% | 29.03%-43.5pp | -0.04%-14.4pp | 12.21%-26.6pp |
| Employer contribution / active EE | $4,430 | $1,870+136.9% | $4,951-10.5% | $2,848+55.6% |
| Participant deferral / active EE | $5,720 | $3,157+81.2% | $5,637+1.5% | $4,806+19.0% |
| Admin fee / account holder | $132 | $98+33.8% | $14,673-99.1% | $133-0.7% |