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 | $49,560 |
Filed as: CONVERGENCE WEALTH LLC Service code 27 12020 SHAMROCK PLAZA SUITE 100 · OMAHA, NE 68154 | Advisory (Plan) | $14,011 |
Filed as: GLOBAL RETIREMENTS PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,011 |
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-0617162 | Contract Administrator | $8,111 |
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 | $117,758 | $138,347-14.9% | $184,203-36.1% | $80,856+45.6% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+0.9pp | 67.6%+20.1pp |
| Annual return | 13.50% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,937 | $4,850-39.5% | $6,427-54.3% | $2,755+6.6% |
| Participant deferral / active EE | $4,304 | $7,071-39.1% | $9,131-52.9% | $4,296+0.2% |
| Admin fee / account holder | $386 | $10,483-96.3% | $13,901-97.2% | $6,918-94.4% |