Filed February 28, 2012
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 |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,005 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,266 |
Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $15,960 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,355 |
STAMBAUGH NESS PC3 years Service code 10 2600 EASTER BLVD · YORK, PA 17402 | Accounting | $4,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,110 | $102,553-13.1% | $151,611-41.2% | $66,914+33.2% |
| Participation rate | 95.9% | 85.5%+10.4pp | 87.5%+8.4pp | 69.8%+26.1pp |
| Annual return | -8.63% | -10.82%+2.2pp | 3.33%-12.0pp | 1.58%-10.2pp |
| Employer contribution / active EE | $3,163 | $4,180-24.3% | $6,166-48.7% | $2,544+24.3% |
| Participant deferral / active EE | $6,687 | $6,641+0.7% | $8,363-20.0% | $4,237+57.8% |
| Admin fee / account holder | $289 | $630-54.2% | $11,616-97.5% | $593-51.3% |