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 | $61,669 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $23,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,337 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,698 | $62,624-6.3% | $177,989-67.0% | $77,643-24.4% |
| Participation rate | 95.5% | 66.8%+28.7pp | 77.1%+18.4pp | 70.6%+25.0pp |
| Annual return | 11.26% | 16.16%-4.9pp | 294.48%-283.2pp | 31.24%-20.0pp |
| Employer contribution / active EE | $2,987 | $1,909+56.5% | $3,949-24.4% | $2,726+9.6% |
| Participant deferral / active EE | $6,077 | $4,219+44.0% | $6,276-3.2% | $4,647+30.8% |
| Admin fee / account holder | $214 | $386-44.6% | $10,363-97.9% | $430-50.3% |