Filed August 11, 2013
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 | $270,955 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $224,907 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $51,293 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,788 | $128,899-44.3% | $113,168-36.6% | $102,872-30.2% |
| Participation rate | 96.8% | 87.0%+9.7pp | 76.6%+20.2pp | 73.0%+23.7pp |
| Annual return | 25.85% | 15.88%+10.0pp | 24.27%+1.6pp | 19.06%+6.8pp |
| Employer contribution / active EE | $4,932 | $3,713+32.8% | $2,975+65.8% | $3,526+39.9% |
| Participant deferral / active EE | $9,693 | $6,787+42.8% | $5,107+89.8% | $5,535+75.1% |
| Admin fee / account holder | $120 | $129-7.6% | $12,068-99.0% | $292-59.1% |