Filed July 9, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,133 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,493 | $50,127-35.2% | $149,673-78.3% | $80,160-59.5% |
| Participation rate | 46.6% | 64.3%-17.7pp | 78.8%-32.2pp | 72.9%-26.3pp |
| Annual return | 18.55% | 29.82%-11.3pp | 134.42%-115.9pp | 40.38%-21.8pp |
| Employer contribution / active EE | $396 | $1,865-78.8% | $4,818-91.8% | $2,978-86.7% |
| Participant deferral / active EE | $1,972 | $3,194-38.3% | $5,680-65.3% | $5,017-60.7% |
| Admin fee / account holder | $82 | $153-46.3% | $13,210-99.4% | $145-43.4% |