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 | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$132,055 |
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 | $78,244 | $56,095+39.5% | $178,490-56.2% | $90,288-13.3% |
| Participation rate | 99.1% | 65.6%+33.5pp | 81.9%+17.1pp | 73.4%+25.7pp |
| Annual return | 21.68% | 28.81%-7.1pp | 151.07%-129.4pp | 53.97%-32.3pp |
| Employer contribution / active EE | $5,467 | $1,572+247.7% | $5,011+9.1% | $2,524+116.6% |
| Participant deferral / active EE | $7,961 | $2,669+198.3% | $5,202+53.1% | $4,232+88.1% |
| Admin fee / account holder | $1 | $101-99.2% | $13,984-100.0% | $114-99.3% |