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 | $45,343+15.6% | $150,298-65.1% | $67,986-22.9% |
| Participation rate | 99.2% | 51.9%+47.3pp | 77.8%+21.4pp | 57.2%+42.0pp |
| Annual return | 17.93% | 33.28%-15.3pp | 62.79%-44.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $4,405 | $1,462+201.3% | $4,154+6.0% | $2,019+118.2% |
| Participant deferral / active EE | $6,897 | $2,055+235.7% | $5,453+26.5% | $3,358+105.4% |
| Admin fee / account holder | $174 | $2,250-92.3% | $14,116-98.8% | $3,203-94.6% |