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 MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $44,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,342 |
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 | $96,201 | $91,372+5.3% | $129,995-26.0% | $74,419+29.3% |
| Participation rate | 89.0% | 77.8%+11.2pp | 78.5%+10.5pp | 70.7%+18.3pp |
| Annual return | 17.44% | 23.21%-5.8pp | -137.18%+154.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,834 | $2,563-28.5% | $4,320-57.5% | $2,637-30.5% |
| Participant deferral / active EE | $5,962 | $4,721+26.3% | $5,820+2.4% | $4,528+31.7% |
| Admin fee / account holder | $292 | $283+3.1% | $10,614-97.2% | $348-16.0% |