Filed March 30, 2016 (most recent of 2 filings on file)
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 | $74,768 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,662 |
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 | $106,513 | $62,543+70.3% | $83,333+27.8% | $55,725+91.1% |
| Participation rate | 85.4% | 78.4%+7.0pp | 77.8%+7.6pp | 70.9%+14.5pp |
| Annual return | -3.72% | 14.85%-18.6pp | 10.63%-14.4pp | 244.93%-248.7pp |
| Employer contribution / active EE | $5,651 | $2,427+132.8% | $3,379+67.3% | $2,078+171.9% |
| Participant deferral / active EE | $7,606 | $5,682+33.9% | $5,565+36.7% | $3,356+126.7% |
| Admin fee / account holder | $174 | $103+68.5% | $7,510-97.7% | $115+50.9% |