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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,725 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,817 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $8,333 |
MMA SECURITIES LLC1 year Service code 99 PO BOX 9497 · NEW YORK, NY 10087 | Other Fees | $8,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,819 | $56,638+5.6% | $169,368-64.7% | $74,419-19.6% |
| Participation rate | 95.2% | 67.5%+27.7pp | 77.1%+18.1pp | 70.7%+24.5pp |
| Annual return | 18.24% | 24.75%-6.5pp | 405.60%-387.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $3,660 | $2,027+80.6% | $4,013-8.8% | $2,637+38.8% |
| Participant deferral / active EE | $6,304 | $4,223+49.3% | $6,221+1.3% | $4,528+39.2% |
| Admin fee / account holder | $196 | $307-36.2% | $9,003-97.8% | $348-43.8% |