Filed January 23, 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,150 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $7,213 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $167 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,518 | $38,969-6.3% | $109,313-66.6% | $55,167-33.8% |
| Participation rate | 73.9% | 58.2%+15.7pp | 71.3%+2.6pp | 69.0%+4.9pp |
| Annual return | 6.74% | 8.26%-1.5pp | 22.07%-15.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,008 | $1,227-17.9% | $3,892-74.1% | $1,963-48.7% |
| Participant deferral / active EE | $2,119 | $2,176-2.6% | $3,166-33.1% | $3,054-30.6% |
| Admin fee / account holder | $184 | $501-63.3% | $5,666-96.8% | $504-63.5% |