Filed September 16, 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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,666 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $14,300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,047 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,673 | $65,435-5.7% | $86,677-28.8% | $66,914-7.8% |
| Participation rate | 98.3% | 75.5%+22.9pp | 76.6%+21.7pp | 69.8%+28.5pp |
| Annual return | -9.71% | -10.89%+1.2pp | 35.91%-45.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $6,438 | $2,153+199.0% | $2,836+127.0% | $2,544+153.1% |
| Participant deferral / active EE | $4,331 | $4,100+5.6% | $4,656-7.0% | $4,237+2.2% |
| Admin fee / account holder | $174 | $642-72.9% | $7,493-97.7% | $593-70.7% |