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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,628 |
Filed as: GENEOS WEALTH MANAGEMENT Service code 27 9055 E MINERAL CR STE · CENTENNIAL, CO 80112 | Advisory (Plan) | $20,232 |
Filed as: DEMARS PENSION CONSULTING INC Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $16,295 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $10,445 |
Filed as: CWM LLC Service code 27 14600 BRANCH ST · OMAHA, NE 68154 | Advisory (Plan) | $10,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $91,174 | $84,784+7.5% | $98,439-7.4% | $74,419+22.5% |
| Participation rate | 49.9% | 81.5%-31.7pp | 75.2%-25.3pp | 70.7%-20.9pp |
| Annual return | 16.55% | 20.59%-4.0pp | 21.16%-4.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $580 | $3,364-82.8% | $3,048-81.0% | $2,637-78.0% |
| Participant deferral / active EE | $2,682 | $5,218-48.6% | $4,738-43.4% | $4,528-40.8% |
| Admin fee / account holder | $160 | $204-21.6% | $8,948-98.2% | $348-53.9% |