Filed February 14, 2012 (most recent of 3 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $220,980 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA, STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,464 | $63,321-47.2% | $68,791-51.4% | $77,904-57.0% |
| Participation rate | 91.1% | 71.1%+20.0pp | 69.0%+22.1pp | 73.7%+17.5pp |
| Annual return | -15.38% | -6.50%-8.9pp | -6.38%-9.0pp | 12.21%-27.6pp |
| Employer contribution / active EE | $2,868 | $2,794+2.7% | $2,655+8.0% | $2,848+0.7% |
| Participant deferral / active EE | $3,522 | $4,029-12.6% | $3,941-10.6% | $4,806-26.7% |
| Admin fee / account holder | $70 | $104-33.0% | $4,932-98.6% | $133-47.3% |