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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88,029 |
ENZA FINANCIAL LLC7 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $84,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,785 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,515 | $62,624+68.5% | $177,989-40.7% | $77,643+35.9% |
| Participation rate | 97.6% | 66.8%+30.7pp | 77.1%+20.5pp | 70.6%+27.0pp |
| Annual return | 13.73% | 16.16%-2.4pp | 294.48%-280.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,416 | $1,909+79.0% | $3,949-13.5% | $2,726+25.3% |
| Participant deferral / active EE | $6,429 | $4,219+52.4% | $6,276+2.4% | $4,647+38.3% |
| Admin fee / account holder | $290 | $386-24.8% | $10,363-97.2% | $430-32.6% |