Filed March 7, 2013
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $122,646 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,370 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,628 | $159,391-76.4% | $102,423-63.3% | $99,062-62.0% |
| Participation rate | 60.5% | 88.6%-28.0pp | 76.5%-16.0pp | 71.6%-11.1pp |
| Annual return | 13.43% | 19.03%-5.6pp | 29.32%-15.9pp | 17.66%-4.2pp |
| Employer contribution / active EE | $752 | $4,207-82.1% | $3,023-75.1% | $3,262-76.9% |
| Participant deferral / active EE | $1,839 | $7,498-75.5% | $5,053-63.6% | $5,331-65.5% |
| Admin fee / account holder | $27 | $159-83.2% | $9,451-99.7% | $109-75.5% |