Filed April 5, 2004
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 Service code 64 PO BOX 173764 · DENVER, CO 80217 | Recordkeeping Fees | $112 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$66,911 |
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 | $47,234 | $37,213+26.9% | $156,549-69.8% | $63,975-26.2% |
| Participation rate | 85.5% | 65.0%+20.5pp | 84.0%+1.5pp | 71.1%+14.4pp |
| Annual return | 7.09% | 47.89%-40.8pp | 32.23%-25.1pp | 48.65%-41.6pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,288 | $2,070+155.5% | $4,871+8.6% | $3,356+57.6% |
| Admin fee / account holder | $0 | $56-99.6% | $13,027-100.0% | $70-99.7% |