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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,340 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,944 |
Employer contribution per participant 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 | $21,810 | $50,820-57.1% | $155,567-86.0% | $77,671-71.9% |
| Participation rate | 84.9% | 63.1%+21.8pp | 78.2%+6.7pp | 70.6%+14.3pp |
| Annual return | 12.53% | 34.85%-22.3pp | 64.74%-52.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $302 | $1,993-84.8% | $4,674-93.5% | $2,726-88.9% |
| Participant deferral / active EE | $1,875 | $2,823-33.6% | $5,628-66.7% | $4,648-59.7% |
| Admin fee / account holder | $87 | $436-80.1% | $15,916-99.5% | $430-79.8% |