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 | $83,440 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,208 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,147 |
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 | $61,337 | $81,537-24.8% | $149,718-59.0% | $69,631-11.9% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.1%+12.1pp | 70.7%+28.5pp |
| Annual return | 17.78% | 22.79%-5.0pp | 1501.63%-1483.9pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $4,772 | $3,239+47.3% | $5,445-12.4% | $2,032+134.8% |
| Participant deferral / active EE | $4,362 | $4,994-12.7% | $6,569-33.6% | $3,224+35.3% |
| Admin fee / account holder | $100 | $107-6.9% | $11,283-99.1% | $110-9.9% |