Filed January 13, 2015
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $611,240 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $291,753 |
Filed as: FIDELITY INVESTMENTS INST CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $37,145 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,171 |
CHARLES SCHWAB & CO., INC.9 years Service code 50 · EIN 94-1737782 | Direct Payment | $180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,128 | $188,991+76.8% | $103,476+222.9% | $199,593+67.4% |
| Participation rate | 99.8% | 93.2%+6.7pp | 80.5%+19.3pp | 72.0%+27.9pp |
| Annual return | 15.40% | 15.75%-0.4pp | 23.90%-8.5pp | 34.25%-18.9pp |
| Employer contribution / active EE | $10,411 | $6,583+58.2% | $4,672+122.8% | $3,034+243.1% |
| Participant deferral / active EE | $15,049 | $10,334+45.6% | $6,623+127.2% | $5,087+195.8% |
| Admin fee / account holder | $219 | $114+91.1% | $9,413-97.7% | $269-18.6% |