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 | $30,554 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $25,927 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,264 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,659 | $130,194-59.6% | $169,993-69.0% | $71,457-26.3% |
| Participation rate | 97.7% | 86.1%+11.5pp | 87.0%+10.7pp | 67.9%+29.8pp |
| Annual return | 14.66% | 20.37%-5.7pp | 53.37%-38.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,544 | $4,381-41.9% | $6,785-62.5% | $2,588-1.7% |
| Participant deferral / active EE | $3,424 | $6,923-50.5% | $10,408-67.1% | $4,289-20.2% |
| Admin fee / account holder | $356 | $966-63.1% | $12,815-97.2% | $1,587-77.5% |