Filed October 22, 2020 (most recent of 2 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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1+ years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $5,988 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,050 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $661 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,339 | $46,732-47.9% | $156,549-84.5% | $55,167-55.9% |
| Participation rate | 63.4% | 65.8%-2.4pp | 84.0%-20.6pp | 69.0%-5.6pp |
| Annual return | 7.20% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,925 | $2,105-8.6% | $5,501-65.0% | $1,963-1.9% |
| Participant deferral / active EE | $3,080 | $2,204+39.7% | $4,871-36.8% | $3,054+0.9% |
| Admin fee / account holder | $17 | $418-95.9% | $13,027-99.9% | $504-96.6% |