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 | $19,225 |
JOHNSON BANK6 years Filed as: JOHNSON FINANCIAL GROUP Service code 27 525 JUNCTION RD STE 2000 · MADISON, WI 53717 | Advisory (Plan) | $13,761 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,651 |
PEERY & ASSOCIATES, INC.6 years Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $2,500 |
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 | $38,629 | $76,050-49.2% | $96,544-60.0% | $71,457-45.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 76.0%-9.3pp | 67.9%-1.3pp |
| Annual return | 16.84% | 22.81%-6.0pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,386 | $2,244-38.2% | $2,965-53.2% | $2,588-46.4% |
| Participant deferral / active EE | $2,804 | $4,215-33.5% | $4,851-42.2% | $4,289-34.6% |
| Admin fee / account holder | $276 | $2,707-89.8% | $8,252-96.7% | $1,587-82.6% |