Filed April 1, 2015
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: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $23,046 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 · EIN 56-1762637 | Contract Administrator | $16,870 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,319 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,191 | $106,028-91.3% | $146,958-93.7% | $77,643-88.2% |
| Participation rate | 87.3% | 78.4%+8.9pp | 82.2%+5.1pp | 70.6%+16.7pp |
| Annual return | 9.76% | 56.73%-47.0pp | 418.34%-408.6pp | 31.24%-21.5pp |
| Employer contribution / active EE | $525 | $4,063-87.1% | $4,933-89.4% | $2,726-80.7% |
| Participant deferral / active EE | $2,116 | $7,990-73.5% | $8,070-73.8% | $4,647-54.5% |
| Admin fee / account holder | $124 | $337-63.3% | $12,998-99.0% | $430-71.2% |