Filed January 13, 2016
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 MANAGEMENT10+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $50,865 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,387 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,171 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,328 | $106,028-59.1% | $146,958-70.5% | $77,643-44.2% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 13.24% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,650 | $4,063-34.8% | $4,933-46.3% | $2,726-2.8% |
| Participant deferral / active EE | $3,250 | $7,990-59.3% | $8,070-59.7% | $4,647-30.1% |
| Admin fee / account holder | $24 | $337-93.0% | $12,998-99.8% | $430-94.5% |