Filed July 25, 2017
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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $37,486 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,110 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,990 | $46,292-24.4% | $143,757-75.7% | $64,808-46.0% |
| Participation rate | 57.9% | 64.2%-6.3pp | 80.3%-22.4pp | 71.5%-13.5pp |
| Annual return | -13.18% | -10.05%-3.1pp | -0.04%-13.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $633 | $1,910-66.8% | $4,951-87.2% | $2,506-74.7% |
| Participant deferral / active EE | $2,924 | $2,646+10.5% | $5,637-48.1% | $4,310-32.2% |
| Admin fee / account holder | $279 | $154+81.1% | $14,673-98.1% | $188+48.3% |