Filed July 18, 2013 (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 6-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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $68,507 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,336 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W WASHINGTON SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $11,670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,224 | $78,485+73.6% | $106,213+28.3% | $74,495+82.9% |
| Participation rate | 92.1% | 72.8%+19.2pp | 75.3%+16.8pp | 67.2%+24.9pp |
| Annual return | 13.59% | 15.95%-2.4pp | 116.14%-102.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,462 | $2,523+76.9% | $3,171+40.7% | $2,623+70.1% |
| Participant deferral / active EE | $7,670 | $4,322+77.5% | $5,016+52.9% | $4,346+76.5% |
| Admin fee / account holder | $477 | $2,232-78.6% | $11,033-95.7% | $1,942-75.5% |