Filed November 10, 2014
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 9-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 PKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $16,960 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,077 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,345 | $55,472-48.9% | $155,567-81.8% | $74,546-62.0% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 24.92% | 268.72%-243.8pp | 64.74%-39.8pp | 1366.03%-1341.1pp |
| Employer contribution / active EE | $2,942 | $2,269+29.7% | $4,674-37.0% | $2,624+12.1% |
| Participant deferral / active EE | $3,069 | $2,838+8.2% | $5,628-45.5% | $4,347-29.4% |
| Admin fee / account holder | $161 | $1,743-90.8% | $15,916-99.0% | $1,944-91.7% |