Filed April 20, 2012
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 | $499,616 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $212,346 |
ROBERTSON & ROBERTSON, PLLC5 years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $18,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,527 | $122,186+35.5% | $146,958+12.6% | $199,593-17.1% |
| Participation rate | 97.4% | 78.3%+19.1pp | 82.2%+15.2pp | 72.0%+25.4pp |
| Annual return | 13.39% | 30.56%-17.2pp | 418.34%-404.9pp | 34.25%-20.9pp |
| Employer contribution / active EE | $5,343 | $4,093+30.6% | $4,933+8.3% | $3,034+76.1% |
| Participant deferral / active EE | $10,513 | $8,502+23.6% | $8,070+30.3% | $5,087+106.7% |
| Admin fee / account holder | $441 | $179+146.5% | $12,998-96.6% | $269+63.9% |