Filed January 31, 2021 (most recent of 8 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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,243 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,840 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,916 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,737 | $84,784-3.6% | $98,439-17.0% | $74,419+9.8% |
| Participation rate | 79.9% | 81.5%-1.6pp | 75.2%+4.8pp | 70.7%+9.2pp |
| Annual return | 20.74% | 20.59%+0.2pp | 21.16%-0.4pp | 34.38%-13.6pp |
| Employer contribution / active EE | $3,441 | $3,364+2.3% | $3,048+12.9% | $2,637+30.5% |
| Participant deferral / active EE | $6,905 | $5,218+32.3% | $4,738+45.8% | $4,528+52.5% |
| Admin fee / account holder | $127 | $204-37.7% | $8,948-98.6% | $348-63.4% |