Filed February 21, 2010
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 | $200,619 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,376 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $90 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $75 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage | $0 |
Annual investment return 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 | $121,716 | $112,686+8.0% | $169,993-28.4% | $80,160+51.8% |
| Participation rate | 92.9% | 87.4%+5.6pp | 87.0%+5.9pp | 72.9%+20.0pp |
| Annual return | 15.45% | 67.04%-51.6pp | 53.37%-37.9pp | 40.38%-24.9pp |
| Employer contribution / active EE | $3,934 | $4,481-12.2% | $6,785-42.0% | $2,978+32.1% |
| Participant deferral / active EE | $5,402 | $7,876-31.4% | $10,408-48.1% | $5,017+7.7% |
| Admin fee / account holder | $41 | $99-58.4% | $12,815-99.7% | $145-71.5% |