Filed June 7, 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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94,862 |
PASADENA PRIVATE WEALTH LLC3 years Service code 27 2 N LAKE AVE STE 520 · PASADENA, CA 91011 | Advisory (Plan) | $90,987 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Contract Administrator | $49,080 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,584 |
FARBER HASS HURLEY LLP8+ years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Accounting | $27,624 |
TRUCKER HUSS5 years Service code 29 ONE EMBARCADERO CENTER 12TH FLOOR · SAN FRANCISCO, CA 941113628 | Legal | $5,223 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Employer contribution per participant 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 | $33,797 | $95,388-64.6% | $125,339-73.0% | $77,904-56.6% |
| Participation rate | 92.2% | 78.6%+13.6pp | 82.4%+9.8pp | 73.7%+18.5pp |
| Annual return | -15.97% | 116.19%-132.2pp | 572.05%-588.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $751 | $3,666-79.5% | $4,814-84.4% | $2,848-73.6% |
| Participant deferral / active EE | $3,990 | $7,711-48.2% | $7,446-46.4% | $4,806-17.0% |
| Admin fee / account holder | $164 | $119+37.6% | $10,010-98.4% | $133+23.4% |