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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $213,135 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $4,766 |
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 | $57,909 | $45,000+28.7% | $143,757-59.7% | $77,904-25.7% |
| Participation rate | 98.6% | 66.8%+31.8pp | 80.3%+18.3pp | 73.7%+24.9pp |
| Annual return | -14.23% | 29.03%-43.3pp | -0.04%-14.2pp | 12.21%-26.4pp |
| Employer contribution / active EE | $1,890 | $1,870+1.1% | $4,951-61.8% | $2,848-33.6% |
| Participant deferral / active EE | $4,939 | $3,157+56.5% | $5,637-12.4% | $4,806+2.8% |
| Admin fee / account holder | $35 | $98-63.9% | $14,673-99.8% | $133-73.2% |