Filed October 2, 2017 (most recent of 2 filings on file)
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 | $16,376 |
Filed as: ONEAMERICA SECURITIES INC Service code 27 250 W NORTH ST · INDIANAPOLIS, IN 46202 | Advisory (Plan) | $15,261 |
RPA FINANCIAL LLC1 year Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $805 |
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 | $67,521 | $102,553-34.2% | $151,611-55.5% | $66,914+0.9% |
| Participation rate | 93.1% | 85.5%+7.6pp | 87.5%+5.6pp | 69.8%+23.3pp |
| Annual return | -17.86% | -10.82%-7.0pp | 3.33%-21.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,947 | $4,180-29.5% | $6,166-52.2% | $2,544+15.8% |
| Participant deferral / active EE | $5,317 | $6,641-19.9% | $8,363-36.4% | $4,237+25.5% |
| Admin fee / account holder | $285 | $630-54.8% | $11,616-97.6% | $593-52.0% |