Filed March 22, 2013
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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO WEALTH BROKERAGE INS AG Service code 55 1800 S RUSSELL ST · MISSOULA, MT 59801 | Other Commissions | $131,275 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,445 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,053 | $88,890+46.3% | $102,423+27.0% | $77,643+67.5% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.5%+19.8pp | 70.6%+25.7pp |
| Annual return | 14.23% | 24.98%-10.8pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,092 | $2,698+14.6% | $3,023+2.3% | $2,726+13.4% |
| Participant deferral / active EE | $11,757 | $5,145+128.5% | $5,053+132.7% | $4,647+153.0% |
| Admin fee / account holder | $37 | $235-84.4% | $9,451-99.6% | $430-91.4% |