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 | $48,463 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $25,700 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $9,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,602 |
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 | $181,929 | $71,192+155.5% | $117,854+54.4% | $62,292+192.1% |
| Participation rate | 93.0% | 74.2%+18.7pp | 79.7%+13.3pp | 69.5%+23.4pp |
| Annual return | 17.21% | 18.66%-1.4pp | 335.08%-317.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,295 | $1,934+18.7% | $3,786-39.4% | $2,042+12.4% |
| Participant deferral / active EE | $8,233 | $3,189+158.2% | $4,482+83.7% | $3,169+159.8% |
| Admin fee / account holder | $384 | $587-34.6% | $8,020-95.2% | $479-19.9% |