Filed July 9, 2015 (most recent of 3 filings on file)
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 | $178,878 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $95,513 |
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 | $82,919 | $74,933+10.7% | $154,803-46.4% | $117,739-29.6% |
| Participation rate | 97.0% | 64.5%+32.5pp | 78.1%+18.9pp | 76.6%+20.4pp |
| Annual return | 14.51% | 17.34%-2.8pp | 58.88%-44.4pp | 17.29%-2.8pp |
| Employer contribution / active EE | $1,818 | $2,316-21.5% | $4,305-57.8% | $3,746-51.5% |
| Participant deferral / active EE | $5,324 | $3,942+35.0% | $5,540-3.9% | $6,128-13.1% |
| Admin fee / account holder | $45 | $129-65.3% | $14,329-99.7% | $112-60.0% |