Filed July 9, 2015
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,137 |
FISHER INVESTMENTS4 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $45,057 |
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 | $20,287 | $62,624-67.6% | $177,989-88.6% | $77,643-73.9% |
| Participation rate | 90.8% | 66.8%+24.0pp | 77.1%+13.8pp | 70.6%+20.3pp |
| Annual return | 15.75% | 16.16%-0.4pp | 294.48%-278.7pp | 31.24%-15.5pp |
| Employer contribution / active EE | $999 | $1,909-47.7% | $3,949-74.7% | $2,726-63.4% |
| Participant deferral / active EE | $3,341 | $4,219-20.8% | $6,276-46.8% | $4,647-28.1% |
| Admin fee / account holder | $243 | $386-36.9% | $10,363-97.7% | $430-43.4% |