Filed May 20, 2013
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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 27 · EIN 95-1411037 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,542 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,527 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,751 | $52,639-45.4% | $185,117-84.5% | $62,292-53.8% |
| Participation rate | 97.3% | 63.9%+33.5pp | 77.3%+20.1pp | 69.5%+27.8pp |
| Annual return | 19.84% | 19.57%+0.3pp | 40.50%-20.7pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,167 | $1,483-21.3% | $4,182-72.1% | $2,042-42.9% |
| Participant deferral / active EE | $3,832 | $3,097+23.7% | $5,045-24.0% | $3,169+20.9% |
| Admin fee / account holder | $129 | $374-65.4% | $8,159-98.4% | $479-73.0% |