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 | $35,932 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $31,759 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,224 | $132,049-46.8% | $200,582-65.0% | $74,304-5.5% |
| Participation rate | 99.1% | 84.1%+15.0pp | 86.9%+12.2pp | 60.3%+38.7pp |
| Annual return | 14.33% | 22.22%-7.9pp | 42.33%-28.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $3,443 | $4,558-24.4% | $6,419-46.4% | $2,241+53.6% |
| Participant deferral / active EE | $4,657 | $7,213-35.4% | $9,331-50.1% | $3,767+23.6% |
| Admin fee / account holder | $505 | $2,405-79.0% | $16,305-96.9% | $2,969-83.0% |