Filed August 20, 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,860 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,731 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,897 | $105,247+112.7% | $87,100+157.1% | $77,787+187.8% |
| Participation rate | 97.9% | 85.8%+12.1pp | 76.9%+21.1pp | 73.2%+24.7pp |
| Annual return | 19.98% | 24.52%-4.5pp | 28.19%-8.2pp | 32.57%-12.6pp |
| Employer contribution / active EE | $6,079 | $2,895+110.0% | $2,521+141.1% | $2,504+142.7% |
| Participant deferral / active EE | $9,035 | $5,060+78.5% | $4,049+123.2% | $3,967+127.7% |
| Admin fee / account holder | $127 | $104+21.3% | $7,497-98.3% | $100+26.6% |