Filed December 26, 2013 (most recent of 5 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $54,656 |
LBMC, PC2 years Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $14,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,311 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,985 | $60,261+119.0% | $81,783+61.4% | $74,546+77.1% |
| Participation rate | 97.7% | 62.9%+34.8pp | 72.4%+25.3pp | 67.2%+30.5pp |
| Annual return | 14.91% | 16.88%-2.0pp | 775.05%-760.1pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,869 | $2,622+47.6% | $2,913+32.8% | $2,624+47.4% |
| Participant deferral / active EE | $10,260 | $3,388+202.9% | $4,320+137.5% | $4,347+136.0% |
| Admin fee / account holder | $234 | $1,482-84.2% | $7,380-96.8% | $1,944-87.9% |