Filed November 15, 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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $130,474 |
MMA SECURITIES LLC5 years Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $106,811 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87,571 |
CROSSPLANS7 years Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $47,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,987 | $84,000-11.9% | $119,609-38.1% | $77,904-5.0% |
| Participation rate | 93.6% | 77.8%+15.8pp | 79.3%+14.3pp | 73.7%+19.9pp |
| Annual return | -13.41% | -11.59%-1.8pp | -14.97%+1.6pp | 12.21%-25.6pp |
| Employer contribution / active EE | $3,176 | $2,907+9.2% | $4,232-25.0% | $2,848+11.5% |
| Participant deferral / active EE | $10,034 | $4,705+113.3% | $5,602+79.1% | $4,806+108.8% |
| Admin fee / account holder | $245 | $116+111.7% | $10,323-97.6% | $133+84.9% |