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 | $116,930 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYTON ST., 11 FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $46,685 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 15 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Recordkeeping | $24,742 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,347 |
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 | $26,302 | $111,072-76.3% | $156,263-83.2% | $102,872-74.4% |
| Participation rate | 92.5% | 80.1%+12.3pp | 78.9%+13.5pp | 73.0%+19.4pp |
| Annual return | 38.92% | 16.98%+21.9pp | 59.47%-20.5pp | 19.06%+19.9pp |
| Employer contribution / active EE | $2,106 | $4,017-47.6% | $4,333-51.4% | $3,526-40.3% |
| Participant deferral / active EE | $3,463 | $5,455-36.5% | $6,158-43.8% | $5,535-37.4% |
| Admin fee / account holder | $187 | $120+55.3% | $14,255-98.7% | $292-36.0% |