Filed December 31, 2006 (most recent of 2 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,797 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $44,989 |
CANDACE M. HILK, CPA4+ years Service code 10 964 E BADILLO STREET · COVINA, CA 91724 | Accounting | $5,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $546 |
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 | $42,534 | $65,223-34.8% | $80,019-46.8% | $55,725-23.7% |
| Participation rate | 96.6% | 80.6%+16.1pp | 75.8%+20.8pp | 70.9%+25.8pp |
| Annual return | -5.18% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $684 | $2,544-73.1% | $2,468-72.3% | $2,078-67.1% |
| Participant deferral / active EE | $2,874 | $3,881-25.9% | $3,686-22.0% | $3,356-14.3% |
| Admin fee / account holder | $131 | $114+15.1% | $6,521-98.0% | $115+14.1% |