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 | $67,592 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYTON ST., 11 FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $27,429 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 15 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $18,195 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,344 |
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 | $25,921 | $89,436-71.0% | $164,813-84.3% | $77,643-66.6% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.0pp |
| Annual return | 46.17% | 28.83%+17.3pp | 69.93%-23.8pp | 31.24%+14.9pp |
| Employer contribution / active EE | $2,440 | $2,569-5.0% | $4,341-43.8% | $2,726-10.5% |
| Participant deferral / active EE | $4,209 | $4,897-14.0% | $6,031-30.2% | $4,647-9.4% |
| Admin fee / account holder | $181 | $339-46.6% | $12,690-98.6% | $430-57.9% |