Filed February 11, 2011 (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 |
|---|---|---|
SITTNER & NELSON LLC4 years Service code 27 497 OAKWAY RD STE 300 · EUGENE, OR 97401 | Advisory (Plan) | $34,808 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,084 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,642 | $61,272-7.6% | $149,673-62.2% | $71,457-20.7% |
| Participation rate | 90.2% | 62.5%+27.7pp | 78.8%+11.5pp | 67.9%+22.3pp |
| Annual return | 20.66% | 35.85%-15.2pp | 134.42%-113.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $1,695 | $2,378-28.7% | $4,818-64.8% | $2,588-34.5% |
| Participant deferral / active EE | $4,803 | $2,917+64.7% | $5,680-15.4% | $4,289+12.0% |
| Admin fee / account holder | $237 | $1,261-81.2% | $13,210-98.2% | $1,587-85.0% |