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 | $101,531 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $36,672 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $769 |
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 | $19,311 | $38,833-50.3% | $78,778-75.5% | $77,958-75.2% |
| Participation rate | 28.4% | 60.9%-32.5pp | 69.2%-40.8pp | 71.6%-43.2pp |
| Annual return | 21.37% | 20.31%+1.1pp | 35.62%-14.3pp | 20.87%+0.5pp |
| Employer contribution / active EE | $299 | $840-64.4% | $1,986-85.0% | $2,310-87.1% |
| Participant deferral / active EE | $974 | $1,776-45.2% | $2,958-67.1% | $3,537-72.5% |
| Admin fee / account holder | $207 | $89+132.3% | $5,134-96.0% | $97+112.3% |