Filed October 18, 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 ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $867 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 | $86,678 | $80,005+8.3% | $140,016-38.1% | $55,725+55.5% |
| Participation rate | 99.3% | 87.0%+12.3pp | 87.5%+11.8pp | 70.9%+28.4pp |
| Annual return | -5.52% | 0.46%-6.0pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $4,159 | $3,403+22.2% | $5,606-25.8% | $2,078+100.1% |
| Participant deferral / active EE | $4,968 | $5,264-5.6% | $6,927-28.3% | $3,356+48.1% |
| Admin fee / account holder | $2 | $116-97.9% | $10,705-100.0% | $115-97.9% |