Filed July 7, 2014
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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $24,308 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $849 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $288 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,382 | $69,631-67.9% | $56,429-60.3% | $69,631-67.9% |
| Participation rate | 79.3% | 70.7%+8.7pp | 80.0%-0.7pp | 70.7%+8.7pp |
| Annual return | 11.92% | 27571.02%-27559.1pp | 19.04%-7.1pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,276 | $2,032-37.2% | $3,405-62.5% | $2,032-37.2% |
| Participant deferral / active EE | $1,662 | $3,224-48.4% | $3,951-57.9% | $3,224-48.4% |
| Admin fee / account holder | $1 | $110-98.9% | $4,466-100.0% | $110-98.9% |