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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87,111 |
BAIRD FUNDS5+ years Filed as: ROBERT W BAIRD AND CO INCORPORATED Service code 55 | Other Commissions | $64,185 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $16,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,211 |
BAIRD FUNDS5+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PPO BOX 88499 · MILWAUKEE, WI 53288 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,956 | $84,784+2.6% | $98,439-11.7% | $74,419+16.8% |
| Participation rate | 94.4% | 81.5%+12.9pp | 75.2%+19.2pp | 70.7%+23.7pp |
| Annual return | 19.97% | 20.59%-0.6pp | 21.16%-1.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,701 | $3,364-19.7% | $3,048-11.4% | $2,637+2.4% |
| Participant deferral / active EE | $3,562 | $5,218-31.7% | $4,738-24.8% | $4,528-21.3% |
| Admin fee / account holder | $280 | $204+37.1% | $8,948-96.9% | $348-19.4% |