Filed September 9, 2013 (most recent of 2 filings on file)
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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,765 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $43,826 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,673 |
Filed as: MASSACHUSETTS MUTUAL LIFE INC. CO. Service code 49 · EIN 04-1590850 | Other Services | $109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,618 | $45,000-27.5% | $143,757-77.3% | $77,904-58.1% |
| Participation rate | 84.5% | 66.8%+17.7pp | 80.3%+4.2pp | 73.7%+10.8pp |
| Annual return | -14.76% | 29.03%-43.8pp | -0.04%-14.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,464 | $1,870-21.7% | $4,951-70.4% | $2,848-48.6% |
| Participant deferral / active EE | $2,875 | $3,157-8.9% | $5,637-49.0% | $4,806-40.2% |
| Admin fee / account holder | $100 | $98+1.8% | $14,673-99.3% | $133-24.4% |