Filed March 9, 2006 (most recent of 4 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 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 MANAGEMENT8 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $64,780 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,406 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,947 | $31,741+6.9% | $56,411-39.8% | $199,593-83.0% |
| Participation rate | 15.0% | 32.3%-17.4pp | 52.5%-37.5pp | 72.0%-57.0pp |
| Annual return | 17.30% | 14.72%+2.6pp | 1701.33%-1684.0pp | 34.25%-16.9pp |
| Employer contribution / active EE | $282 | $508-44.5% | $1,039-72.9% | $3,034-90.7% |
| Participant deferral / active EE | $451 | $1,184-61.9% | $1,952-76.9% | $5,087-91.1% |
| Admin fee / account holder | $208 | $426-51.3% | $2,829-92.7% | $269-22.8% |