Filed June 29, 2018
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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,251 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,566 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $510 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,120 | $54,390-11.5% | $117,039-58.9% | $69,631-30.9% |
| Participation rate | 94.5% | 58.5%+35.9pp | 77.2%+17.3pp | 70.7%+23.8pp |
| Annual return | 20.93% | 18.33%+2.6pp | 18.95%+2.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,357 | $1,3570% | $3,785-64.1% | $2,032-33.2% |
| Participant deferral / active EE | $2,836 | $2,076+36.6% | $3,929-27.8% | $3,224-12.0% |
| Admin fee / account holder | $6 | $98-93.4% | $5,974-99.9% | $110-94.2% |