Filed January 13, 2013 (most recent of 5 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,938 |
Filed as: GLOBAL RETIREMENTS PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,566 |
Filed as: CONVERGENCE WEALTH LLC Service code 27 12020 SHAMROCK PLAZA SUITE 100 · OMAHA, NE 68154 | Advisory (Plan) | $8,846 |
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-0617162 | Contract Administrator | $6,270 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA ADVISORS Service code 99 · EIN 47-0648506 | Other Fees | $2,720 |
Filed as: KELLEY FINANCIAL SERVICES INC Service code 13 17110 MARCY ST, SUITE 104 · OMAHA, NE 68118 | Contract Administrator | $1,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,161 | $130,194-23.1% | $169,993-41.1% | $71,457+40.2% |
| Participation rate | 83.8% | 86.1%-2.3pp | 87.0%-3.2pp | 67.9%+15.9pp |
| Annual return | 14.50% | 20.37%-5.9pp | 53.37%-38.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,741 | $4,381-37.4% | $6,785-59.6% | $2,588+5.9% |
| Participant deferral / active EE | $3,997 | $6,923-42.3% | $10,408-61.6% | $4,289-6.8% |
| Admin fee / account holder | $341 | $966-64.6% | $12,815-97.3% | $1,587-78.5% |