Filed March 21, 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Advisory (Plan) | $45,152 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,237 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,096 | $86,897+0.2% | $151,611-42.6% | $64,808+34.4% |
| Participation rate | 95.1% | 87.3%+7.8pp | 87.5%+7.6pp | 71.5%+23.6pp |
| Annual return | -16.43% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,164 | $4,010-21.1% | $6,166-48.7% | $2,506+26.3% |
| Participant deferral / active EE | $7,028 | $6,690+5.0% | $8,363-16.0% | $4,310+63.0% |
| Admin fee / account holder | $275 | $153+79.8% | $11,616-97.6% | $188+46.4% |