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 INC4+ years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $27,529 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $844 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $612 |
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 | $20,858 | $55,725-62.6% | $54,726-61.9% | $55,725-62.6% |
| Participation rate | 80.8% | 70.9%+9.9pp | 79.1%+1.7pp | 70.9%+9.9pp |
| Annual return | -5.47% | 244.93%-250.4pp | -4.56%-0.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,343 | $2,078-35.4% | $3,449-61.1% | $2,078-35.4% |
| Participant deferral / active EE | $1,756 | $3,356-47.7% | $3,953-55.6% | $3,356-47.7% |
| Admin fee / account holder | $2 | $115-98.7% | $3,818-100.0% | $115-98.7% |