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 | $71,507 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $42,543 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,121 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON ALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $3,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,336 | $50,127-29.5% | $149,673-76.4% | $80,160-55.9% |
| Participation rate | 69.7% | 64.3%+5.4pp | 78.8%-9.1pp | 72.9%-3.3pp |
| Annual return | 14.72% | 29.82%-15.1pp | 134.42%-119.7pp | 40.38%-25.7pp |
| Employer contribution / active EE | $1,157 | $1,865-38.0% | $4,818-76.0% | $2,978-61.2% |
| Participant deferral / active EE | $3,051 | $3,194-4.5% | $5,680-46.3% | $5,017-39.2% |
| Admin fee / account holder | $106 | $153-30.4% | $13,210-99.2% | $145-26.7% |