Filed November 26, 2013
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,313 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $25,700 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $10,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $805 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,709 | $63,924+138.9% | $108,579+40.6% | $55,167+176.8% |
| Participation rate | 93.8% | 74.3%+19.5pp | 79.6%+14.3pp | 69.0%+24.8pp |
| Annual return | 13.78% | 15.31%-1.5pp | -51.70%+65.5pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,932 | $1,879+2.8% | $3,758-48.6% | $1,963-1.6% |
| Participant deferral / active EE | $7,426 | $3,067+142.2% | $4,311+72.3% | $3,054+143.2% |
| Admin fee / account holder | $345 | $618-44.1% | $7,645-95.5% | $504-31.5% |