Filed February 22, 1999
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 | $122,356 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVC Service code 28 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $121,697 |
BIDART & ROSS2+ years Filed as: BIDART & ROSS, INC. Service code 27 10391 DOUBLE R BLVD · RENO, NV 89521 | Advisory (Plan) | $24,913 |
GRANT THORNTON LLP2+ years Service code 99 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Other Fees | $18,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,535 | $22,291+63.9% | $69,182-47.2% | $63,975-42.9% |
| Participation rate | 27.1% | 35.3%-8.2pp | 55.1%-28.0pp | 71.1%-44.1pp |
| Annual return | 8.16% | 9.30%-1.1pp | -21.93%+30.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,206-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $745 | $808-7.8% | $1,897-60.7% | $3,356-77.8% |
| Admin fee / account holder | $185 | $73+153.6% | $2,697-93.1% | $70+162.9% |