Filed November 27, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $25,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,950 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS, LLC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,969 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,858 |
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 | $68,453 | $60,323+13.5% | $81,812-16.3% | $74,495-8.1% |
| Participation rate | 82.7% | 62.9%+19.8pp | 72.3%+10.4pp | 67.2%+15.5pp |
| Annual return | 13.24% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,595 | $2,620+37.2% | $2,912+23.4% | $2,623+37.1% |
| Participant deferral / active EE | $5,836 | $3,387+72.3% | $4,319+35.1% | $4,346+34.3% |
| Admin fee / account holder | $630 | $1,486-57.6% | $7,386-91.5% | $1,942-67.5% |