Filed January 13, 2016
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 | $56,681 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $27,779 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287 |
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 | $15,726 | $33,232-52.7% | $71,796-78.1% | $63,975-75.4% |
| Participation rate | 32.4% | 60.1%-27.7pp | 69.1%-36.7pp | 71.1%-38.8pp |
| Annual return | 22.22% | 11.99%+10.2pp | 78.04%-55.8pp | 48.65%-26.4pp |
| Employer contribution / active EE | $321 | $723-55.6% | $1,924-83.3% | $2,182-85.3% |
| Participant deferral / active EE | $991 | $1,604-38.2% | $2,794-64.5% | $3,356-70.5% |
| Admin fee / account holder | $143 | $63+125.1% | $4,815-97.0% | $70+102.9% |