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 MANAGEMENT9+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $50,144 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,513 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,092 | $99,078-18.2% | $96,544-16.0% | $74,419+9.0% |
| Participation rate | 98.7% | 80.7%+18.1pp | 76.0%+22.8pp | 70.7%+28.0pp |
| Annual return | 17.33% | 22.48%-5.2pp | 25.84%-8.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $4,071 | $2,570+58.4% | $2,965+37.3% | $2,637+54.4% |
| Participant deferral / active EE | $4,812 | $4,933-2.5% | $4,851-0.8% | $4,528+6.3% |
| Admin fee / account holder | $155 | $225-30.9% | $8,252-98.1% | $348-55.4% |