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 |
|---|---|---|
ENZA FINANCIAL LLC6 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $84,244 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $79,627 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,340 |
TD AMERITRADE, INC.9+ years Service code 33 · EIN 82-0543156 200 S 108TH AVE. · OMAHA, NE 68154 | Securities brokerage | $64 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $23 |
Filed as: CHARLES SCHWAB Service code 33 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,607 | $56,638+67.0% | $169,368-44.1% | $74,419+27.1% |
| Participation rate | 98.7% | 67.5%+31.2pp | 77.1%+21.5pp | 70.7%+28.0pp |
| Annual return | 16.27% | 24.75%-8.5pp | 405.60%-389.3pp | 34.38%-18.1pp |
| Employer contribution / active EE | $3,341 | $2,027+64.8% | $4,013-16.8% | $2,637+26.7% |
| Participant deferral / active EE | $6,294 | $4,223+49.1% | $6,221+1.2% | $4,528+39.0% |
| Admin fee / account holder | $265 | $307-13.5% | $9,003-97.1% | $348-23.7% |