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 | $24,113 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $15,714 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,346 | $79,171-20.0% | $102,423-38.2% | $74,495-15.0% |
| Participation rate | 96.0% | 74.8%+21.2pp | 76.5%+19.5pp | 67.2%+28.8pp |
| Annual return | 11.41% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,177 | $2,362-7.9% | $3,023-28.0% | $2,623-17.0% |
| Participant deferral / active EE | $4,950 | $4,415+12.1% | $5,053-2.0% | $4,346+13.9% |
| Admin fee / account holder | $170 | $2,001-91.5% | $9,451-98.2% | $1,942-91.2% |