Filed October 30, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $348,758 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $20,238 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,135 | $147,538+28.2% | $150,045+26.1% | $117,739+60.6% |
| Participation rate | 96.2% | 72.5%+23.7pp | 82.3%+13.9pp | 76.6%+19.6pp |
| Annual return | 14.93% | 16.95%-2.0pp | 62.55%-47.6pp | 17.29%-2.4pp |
| Employer contribution / active EE | $4,920 | $4,350+13.1% | $4,693+4.8% | $3,746+31.4% |
| Participant deferral / active EE | $9,354 | $8,925+4.8% | $7,997+17.0% | $6,128+52.6% |
| Admin fee / account holder | $45 | $125-64.3% | $13,435-99.7% | $112-60.1% |