Filed October 22, 2020 (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 |
|---|---|---|
STIFEL NICOLAUS & CO INC3+ years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $11,504 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,071 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,423 | $47,977-36.6% | $154,107-80.3% | $56,287-45.9% |
| Participation rate | 68.0% | 66.2%+1.8pp | 83.0%-15.0pp | 69.9%-1.8pp |
| Annual return | 13.68% | 3.54%+10.1pp | 735.12%-721.4pp | -9.96%+23.6pp |
| Employer contribution / active EE | $2,140 | $2,169-1.3% | $5,298-59.6% | $2,111+1.4% |
| Participant deferral / active EE | $3,196 | $2,392+33.6% | $5,081-37.1% | $3,350-4.6% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |