Filed July 30, 2013
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,576 |
JOHNSON BANK5 years Filed as: JOHNSON FINANCIAL GROUP Service code 27 525 JUNCTION RD STE 2000 · MADISON, WI 53717 | Advisory (Plan) | $13,846 |
PEERY & ASSOCIATES, INC.5 years Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $2,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,279 |
Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,038 | $65,435-43.4% | $86,677-57.3% | $66,914-44.6% |
| Participation rate | 63.4% | 75.5%-12.1pp | 76.6%-13.2pp | 69.8%-6.4pp |
| Annual return | -17.93% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,332 | $2,153-38.1% | $2,836-53.0% | $2,544-47.6% |
| Participant deferral / active EE | $2,631 | $4,100-35.8% | $4,656-43.5% | $4,237-37.9% |
| Admin fee / account holder | $285 | $642-55.6% | $7,493-96.2% | $593-52.0% |