Filed February 22, 2017
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 4-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26,538 |
Filed as: DUNBAR BENDER & ZAPF, INC. Service code 15 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $14,725 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYTON ST., 11 FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $11,159 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,944 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,453 | $91,372-78.7% | $129,995-85.0% | $74,419-73.9% |
| Participation rate | 93.4% | 77.8%+15.6pp | 78.5%+14.9pp | 70.7%+22.7pp |
| Annual return | 149.58% | 23.21%+126.4pp | -137.18%+286.8pp | 34.38%+115.2pp |
| Employer contribution / active EE | $2,409 | $2,563-6.0% | $4,320-44.2% | $2,637-8.6% |
| Participant deferral / active EE | $4,057 | $4,721-14.1% | $5,820-30.3% | $4,528-10.4% |
| Admin fee / account holder | $106 | $283-62.5% | $10,614-99.0% | $348-69.4% |