Filed November 28, 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 |
|---|---|---|
GENEOS WEALTH MANAGEMENT INC3 years Service code 27 9055 E MINERAL CR STE · CENTENNIAL, CO 80112 | Advisory (Plan) | $29,883 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 511 CLAYTON ST · GREENWOOD, CO 80111 | Recordkeeping Fees | $20,602 |
Filed as: DEMARS PENSION CONSULTING INC Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $13,874 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $9,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,893 | $81,908+1.2% | $90,749-8.7% | $64,808+27.9% |
| Participation rate | 47.0% | 80.5%-33.5pp | 75.7%-28.7pp | 71.5%-24.5pp |
| Annual return | -14.90% | -12.53%-2.4pp | -12.16%-2.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $499 | $3,065-83.7% | $2,921-82.9% | $2,506-80.1% |
| Participant deferral / active EE | $2,326 | $4,840-52.0% | $4,564-49.0% | $4,310-46.0% |
| Admin fee / account holder | $310 | $157+97.0% | $8,445-96.3% | $188+64.9% |