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 | $35,215 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $31,017 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,169 |
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 | $61,138 | $122,239-50.0% | $184,203-66.8% | $74,495-17.9% |
| Participation rate | 98.3% | 85.5%+12.9pp | 86.8%+11.5pp | 67.2%+31.1pp |
| Annual return | 10.18% | 19.95%-9.8pp | 28.81%-18.6pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,891 | $4,537-36.3% | $6,427-55.0% | $2,623+10.2% |
| Participant deferral / active EE | $3,946 | $7,139-44.7% | $9,131-56.8% | $4,346-9.2% |
| Admin fee / account holder | $466 | $1,260-63.0% | $13,901-96.6% | $1,942-76.0% |