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 | $35,272 |
Service code 55 | Other Commissions | $18,019 |
THE FINWAY GROUP1 year Service code 13 5625 MILLS CIVIC PARKWAY, SUITE 101 · W. DES MOINES, IA 50266 | Contract Administrator | $5,144 |
THE FINWAY GROUP4 years Filed as: THE FINWAY GROUP, LLC Service code 13 | Contract Administrator | $2,318 |
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 | $34,628 | $55,415-37.5% | $155,509-77.7% | $74,495-53.5% |
| Participation rate | 86.3% | 61.9%+24.4pp | 78.2%+8.1pp | 67.2%+19.1pp |
| Annual return | 12.87% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,151 | $2,267-49.2% | $4,672-75.4% | $2,623-56.1% |
| Participant deferral / active EE | $2,255 | $2,836-20.5% | $5,626-59.9% | $4,346-48.1% |
| Admin fee / account holder | $310 | $1,738-82.2% | $15,912-98.1% | $1,942-84.1% |