Filed August 4, 2015
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 ADVISOR GROUP, LLC Service code 28 8515EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,056 |
MMA SECURITIES LLC6 years Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,813 |
DEFINITI LLC5 years Service code 13 535 KEISLER DR · CARY, NC 25718 | Contract Administrator | $8,655 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,234 | $87,870+38.0% | $113,168+7.1% | $74,304+63.2% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 15.93% | 26.44%-10.5pp | 24.27%-8.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,613 | $2,277+58.7% | $2,975+21.4% | $2,241+61.2% |
| Participant deferral / active EE | $9,079 | $4,241+114.1% | $5,107+77.8% | $3,767+141.0% |
| Admin fee / account holder | $317 | $3,368-90.6% | $12,068-97.4% | $2,969-89.3% |