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 | $95,734 |
ENZA FINANCIAL LLC8 years Service code 27 6450 ROCKSIDE WOODS BLVD S · INDEPENDENCE, OH 44131 | Advisory (Plan) | $84,659 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,082 | $71,964+59.9% | $167,512-31.3% | $85,563+34.5% |
| Participation rate | 97.5% | 61.0%+36.6pp | 77.1%+20.5pp | 66.0%+31.6pp |
| Annual return | 13.39% | 18.83%-5.4pp | 1615.79%-1602.4pp | 31.51%-18.1pp |
| Employer contribution / active EE | $3,609 | $1,875+92.5% | $3,882-7.0% | $2,654+36.0% |
| Participant deferral / active EE | $6,986 | $4,110+70.0% | $6,405+9.1% | $4,375+59.7% |
| Admin fee / account holder | $307 | $815-62.4% | $9,769-96.9% | $834-63.2% |