Filed July 21, 2015
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 |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $29,640 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,051 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,419 | $49,915+5.0% | $154,803-66.1% | $74,304-29.5% |
| Participation rate | 99.2% | 54.0%+45.2pp | 78.1%+21.1pp | 60.3%+38.8pp |
| Annual return | 17.93% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.5pp |
| Employer contribution / active EE | $4,405 | $1,611+173.4% | $4,305+2.3% | $2,241+96.5% |
| Participant deferral / active EE | $6,897 | $2,255+205.9% | $5,540+24.5% | $3,767+83.1% |
| Admin fee / account holder | $174 | $2,189-92.1% | $14,329-98.8% | $2,969-94.1% |