Filed June 14, 2017
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 |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,581 |
ALPHAPOINT, INC.2 years Service code 27 2101 EAST COAST HIGHWAY · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
DAVID ROMANO4+ years Filed as: DAVID BUCK, CPA Service code 10 16524 CHINA BERRY CT · CHINO HILLS, CA 91709 | Accounting | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,900 |
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 | $55,584 | $48,261+15.2% | $68,793-19.2% | $55,725-0.3% |
| Participation rate | 70.2% | 71.0%-0.9pp | 72.2%-2.1pp | 70.9%-0.7pp |
| Annual return | -4.83% | -2.61%-2.2pp | -4.63%-0.2pp | 244.93%-249.8pp |
| Employer contribution / active EE | $504 | $1,742-71.1% | $2,625-80.8% | $2,078-75.7% |
| Participant deferral / active EE | $3,441 | $2,712+26.9% | $3,311+3.9% | $3,356+2.6% |
| Admin fee / account holder | $93 | $126-26.0% | $5,131-98.2% | $115-18.9% |