Filed January 15, 2015 (most recent of 2 filings on file)
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 | $136,951 |
OLISTICO WEALTH1 year Filed as: OLISTICO WEALTH LLC Service code 27 2431 E 61ST ST STE 310 · TULSA, OK 74136 | Advisory (Plan) | $47,409 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,526 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $14,902 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS INC Service code 27 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $6,277 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,192 | $66,457+11.6% | $81,438-8.9% | $77,671-4.5% |
| Participation rate | 99.3% | 68.7%+30.5pp | 69.5%+29.8pp | 70.6%+28.7pp |
| Annual return | 13.97% | 15.93%-2.0pp | 24.74%-10.8pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,962 | $2,159-9.1% | $2,460-20.2% | $2,726-28.0% |
| Participant deferral / active EE | $4,545 | $3,679+23.5% | $3,883+17.1% | $4,648-2.2% |
| Admin fee / account holder | $220 | $583-62.2% | $5,764-96.2% | $430-48.8% |