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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,624 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,921 |
ALPHAPOINT, INC.4 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
DAVID ROMANO8+ years Filed as: DAVID BUCK, CPA Service code 10 16524 CHINA BERRY CT · CHINO HILLS, CA 91709 | Accounting | $9,000 |
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 | $37,163 | $56,503-34.2% | $70,092-47.0% | $64,808-42.7% |
| Participation rate | 95.6% | 70.5%+25.2pp | 70.5%+25.2pp | 71.5%+24.2pp |
| Annual return | -18.63% | -13.44%-5.2pp | 190.73%-209.4pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,331 | $2,046-35.0% | $2,559-48.0% | $2,506-46.9% |
| Participant deferral / active EE | $3,847 | $3,389+13.5% | $3,8490% | $4,310-10.8% |
| Admin fee / account holder | $134 | $160-16.4% | $6,267-97.9% | $188-28.6% |