Filed October 16, 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 ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,629 |
Service code 55 | Other Commissions | $15,455 |
THE FINWAY GROUP3 years Filed as: THE FINWAY GROUP, LLC Service code 13 | Contract Administrator | $2,011 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 55 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,778 | $61,272-40.0% | $149,673-75.4% | $71,457-48.5% |
| Participation rate | 87.7% | 62.5%+25.2pp | 78.8%+8.9pp | 67.9%+19.8pp |
| Annual return | 16.29% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,172 | $2,378-50.7% | $4,818-75.7% | $2,588-54.7% |
| Participant deferral / active EE | $2,184 | $2,917-25.1% | $5,680-61.6% | $4,289-49.1% |
| Admin fee / account holder | $311 | $1,261-75.3% | $13,210-97.6% | $1,587-80.4% |