Filed February 4, 2014
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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,469 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,991 |
ENZA FINANCIAL LLC5 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $72,606 |
M HOLDINGS SECURITIES INC8+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $16,153 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,585 | $50,458+81.5% | $159,960-42.7% | $64,808+41.3% |
| Participation rate | 97.7% | 68.0%+29.7pp | 78.0%+19.7pp | 71.5%+26.2pp |
| Annual return | -16.10% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,132 | $1,722+81.8% | $4,226-25.9% | $2,506+25.0% |
| Participant deferral / active EE | $5,822 | $4,004+45.4% | $6,182-5.8% | $4,310+35.1% |
| Admin fee / account holder | $288 | $706-59.2% | $8,698-96.7% | $188+53.5% |