Filed June 23, 2015 (most recent of 5 filings on file)
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 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $77,251 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,872 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,979 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,689 | $71,802-28.0% | $133,980-61.4% | $57,658-10.4% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.1%+12.1pp | 70.2%+28.9pp |
| Annual return | 11.14% | 13.51%-2.4pp | 29.30%-18.2pp | 5.13%+6.0pp |
| Employer contribution / active EE | $4,499 | $3,161+42.3% | $5,211-13.7% | $1,974+127.9% |
| Participant deferral / active EE | $4,236 | $4,606-8.0% | $6,282-32.6% | $3,061+38.4% |
| Admin fee / account holder | $25 | $88-71.3% | $9,324-99.7% | $95-73.4% |