Filed January 23, 2015 (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 | $81,524 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $36,939 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,372 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $5,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,040 | $91,372+6.2% | $129,995-25.4% | $74,419+30.4% |
| Participation rate | 91.1% | 77.8%+13.3pp | 78.5%+12.6pp | 70.7%+20.4pp |
| Annual return | 16.63% | 23.21%-6.6pp | -137.18%+153.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,347 | $2,563+30.6% | $4,320-22.5% | $2,637+26.9% |
| Participant deferral / active EE | $5,336 | $4,721+13.0% | $5,820-8.3% | $4,528+17.8% |
| Admin fee / account holder | $287 | $283+1.4% | $10,614-97.3% | $348-17.4% |