Filed January 25, 2015
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,527 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,926 | $50,982-51.1% | $154,803-83.9% | $85,563-70.9% |
| Participation rate | 88.1% | 59.8%+28.3pp | 78.1%+10.1pp | 66.0%+22.2pp |
| Annual return | 15.23% | 30.35%-15.1pp | 58.88%-43.7pp | 31.51%-16.3pp |
| Employer contribution / active EE | $293 | $1,708-82.8% | $4,305-93.2% | $2,654-88.9% |
| Participant deferral / active EE | $2,165 | $2,474-12.5% | $5,540-60.9% | $4,375-50.5% |
| Admin fee / account holder | $97 | $846-88.5% | $14,329-99.3% | $834-88.4% |