Filed November 17, 2015 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $353,738 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0250958 | Accounting | $35,125 |
LARSON FINANCIAL GROUP LLC2 years Service code 33 · EIN 20-4773945 | Securities brokerage; Securities brok... | $2,024 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $101 |
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 | $61,399 | $53,136+15.5% | $155,509-60.5% | $199,593-69.2% |
| Participation rate | 97.4% | 64.1%+33.4pp | 78.2%+19.3pp | 72.0%+25.5pp |
| Annual return | 10.74% | 41.15%-30.4pp | 64.67%-53.9pp | 34.25%-23.5pp |
| Employer contribution / active EE | $2,339 | $1,851+26.3% | $4,672-49.9% | $3,034-22.9% |
| Participant deferral / active EE | $3,924 | $3,161+24.2% | $5,626-30.3% | $5,087-22.9% |
| Admin fee / account holder | $124 | $185-32.9% | $15,912-99.2% | $269-53.8% |