Filed November 4, 2016 (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 | $69,549 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $69,549 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,686 | $72,254+11.7% | $86,677-6.9% | $64,808+24.5% |
| Participation rate | 97.0% | 80.4%+16.5pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -15.21% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,168 | $2,393+74.2% | $2,836+46.9% | $2,506+66.3% |
| Participant deferral / active EE | $6,361 | $4,658+36.6% | $4,656+36.6% | $4,310+47.6% |
| Admin fee / account holder | $127 | $174-27.0% | $7,493-98.3% | $188-32.4% |