Filed December 14, 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 |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $34,796 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,376 |
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 | $78,643 | $86,655-9.2% | $119,609-34.2% | $66,914+17.5% |
| Participation rate | 87.4% | 75.6%+11.8pp | 79.3%+8.1pp | 69.8%+17.6pp |
| Annual return | 8.31% | -8.00%+16.3pp | -14.97%+23.3pp | 1.58%+6.7pp |
| Employer contribution / active EE | $1,437 | $2,536-43.3% | $4,232-66.1% | $2,544-43.5% |
| Participant deferral / active EE | $4,606 | $4,358+5.7% | $5,602-17.8% | $4,237+8.7% |
| Admin fee / account holder | $201 | $755-73.4% | $10,323-98.1% | $593-66.1% |