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 LLC5 years Service code 27 497 OAKWAY RD STE 300 · EUGENE, OR 97401 | Advisory (Plan) | $40,684 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,205 | $50,815+16.5% | $155,509-61.9% | $77,643-23.7% |
| Participation rate | 83.0% | 63.1%+19.9pp | 78.2%+4.8pp | 70.6%+12.4pp |
| Annual return | 16.08% | 34.80%-18.7pp | 64.67%-48.6pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,498 | $1,993-24.8% | $4,672-67.9% | $2,726-45.0% |
| Participant deferral / active EE | $4,138 | $2,822+46.6% | $5,626-26.5% | $4,647-11.0% |
| Admin fee / account holder | $278 | $437-36.4% | $15,912-98.3% | $430-35.5% |