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) | $38,803 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,531 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,549 |
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 | $40,350 | $47,126-14.4% | $149,673-73.0% | $74,419-45.8% |
| Participation rate | 59.0% | 63.4%-4.4pp | 78.8%-19.8pp | 70.7%-11.7pp |
| Annual return | 16.89% | 22.75%-5.9pp | 134.42%-117.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $550 | $1,905-71.1% | $4,818-88.6% | $2,637-79.1% |
| Participant deferral / active EE | $3,093 | $2,728+13.4% | $5,680-45.5% | $4,528-31.7% |
| Admin fee / account holder | $283 | $343-17.4% | $13,210-97.9% | $348-18.6% |