Filed March 17, 2016
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,631 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,553 |
Filed as: RETIREMENT PLANNING SERVICES INC Service code 13 | Contract Administrator | $7,821 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,021 |
Service code 13 PO BOAX 3789 · LITTLETON, CO 80161 | Contract Administrator | $5,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,379 | $46,292-32.2% | $143,757-78.2% | $64,808-51.6% |
| Participation rate | 59.7% | 64.2%-4.5pp | 80.3%-20.6pp | 71.5%-11.8pp |
| Annual return | -13.42% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,722 | $1,910+42.5% | $4,951-45.0% | $2,506+8.6% |
| Participant deferral / active EE | $1,888 | $2,646-28.6% | $5,637-66.5% | $4,310-56.2% |
| Admin fee / account holder | $242 | $154+57.5% | $14,673-98.3% | $188+29.0% |