Filed January 4, 2017
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 ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,670 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,829 | $50,458+0.7% | $159,960-68.2% | $64,808-21.6% |
| Participation rate | 95.4% | 68.0%+27.4pp | 78.0%+17.4pp | 71.5%+23.9pp |
| Annual return | -15.02% | -13.42%-1.6pp | 408.60%-423.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,406 | $1,722+39.7% | $4,226-43.1% | $2,506-4.0% |
| Participant deferral / active EE | $5,784 | $4,004+44.5% | $6,182-6.4% | $4,310+34.2% |
| Admin fee / account holder | $181 | $706-74.3% | $8,698-97.9% | $188-3.6% |