Filed April 18, 2016
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 |
|---|---|---|
DENALI WEALTH MANAGEMENT8+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $51,625 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,845 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,809 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,275 | $72,254+15.3% | $86,677-3.9% | $64,808+28.5% |
| Participation rate | 97.9% | 80.4%+17.5pp | 76.6%+21.4pp | 71.5%+26.5pp |
| Annual return | -17.63% | 392.42%-410.1pp | 35.91%-53.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,256 | $2,393+77.9% | $2,836+50.1% | $2,506+69.9% |
| Participant deferral / active EE | $4,825 | $4,658+3.6% | $4,656+3.6% | $4,310+11.9% |
| Admin fee / account holder | $169 | $174-2.6% | $7,493-97.7% | $188-9.8% |