Filed March 31, 2016
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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 10 155 W NATIONWIDE BLVD STE 500 · COLUMBUS, OH 43215 | Accounting | $13,840 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,390 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,905 | $102,553-9.4% | $151,611-38.7% | $66,914+38.8% |
| Participation rate | 93.5% | 85.5%+8.0pp | 87.5%+6.0pp | 69.8%+23.7pp |
| Annual return | -17.86% | -10.82%-7.0pp | 3.33%-21.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $4,318 | $4,180+3.3% | $6,166-30.0% | $2,544+69.7% |
| Participant deferral / active EE | $9,341 | $6,641+40.7% | $8,363+11.7% | $4,237+120.5% |
| Admin fee / account holder | $84 | $630-86.7% | $11,616-99.3% | $593-85.9% |