Filed December 18, 2015
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,604 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $13,150 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,453 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,850 | $76,050-9.5% | $96,544-28.7% | $71,457-3.6% |
| Participation rate | 95.4% | 74.4%+21.0pp | 76.0%+19.4pp | 67.9%+27.5pp |
| Annual return | 13.78% | 22.81%-9.0pp | 25.84%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,975 | $2,244-12.0% | $2,965-33.4% | $2,588-23.7% |
| Participant deferral / active EE | $4,519 | $4,215+7.2% | $4,851-6.9% | $4,289+5.4% |
| Admin fee / account holder | $149 | $2,707-94.5% | $8,252-98.2% | $1,587-90.6% |