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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,785 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $10,124 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,463 | $48,335+29.2% | $121,098-48.4% | $71,457-12.6% |
| Participation rate | 57.9% | 54.3%+3.6pp | 69.5%-11.6pp | 67.9%-10.1pp |
| Annual return | 15.57% | 23.32%-7.7pp | 985.75%-970.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,329 | $1,489-10.7% | $4,164-68.1% | $2,588-48.6% |
| Participant deferral / active EE | $3,049 | $2,754+10.7% | $4,080-25.3% | $4,289-28.9% |
| Admin fee / account holder | $299 | $1,841-83.8% | $5,644-94.7% | $1,587-81.2% |