Filed June 11, 2019
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,588 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $24,139 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,073 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,826 | $102,553-55.3% | $151,611-69.8% | $66,914-31.5% |
| Participation rate | 95.7% | 85.5%+10.2pp | 87.5%+8.2pp | 69.8%+25.9pp |
| Annual return | -13.95% | -10.82%-3.1pp | 3.33%-17.3pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,397 | $4,180-42.7% | $6,166-61.1% | $2,544-5.8% |
| Participant deferral / active EE | $3,137 | $6,641-52.8% | $8,363-62.5% | $4,237-26.0% |
| Admin fee / account holder | $370 | $630-41.3% | $11,616-96.8% | $593-37.7% |