Filed August 30, 2012 (most recent of 5 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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,553 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $79,551 | $80,005-0.6% | $140,016-43.2% | $55,725+42.8% |
| Participation rate | 99.0% | 87.0%+12.0pp | 87.5%+11.5pp | 70.9%+28.1pp |
| Annual return | -5.09% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $4,907 | $3,403+44.2% | $5,606-12.5% | $2,078+136.1% |
| Participant deferral / active EE | $5,091 | $5,264-3.3% | $6,927-26.5% | $3,356+51.7% |
| Admin fee / account holder | $12 | $116-89.9% | $10,705-99.9% | $115-89.8% |