Filed June 7, 2014 (most recent of 4 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $139,190 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 35 E WACKER DR · CHICAGO, IL 60601 | Advisory (Plan) | $27,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,381 | $45,000+103.1% | $143,757-36.4% | $77,904+17.3% |
| Participation rate | 58.4% | 66.8%-8.4pp | 80.3%-21.9pp | 73.7%-15.3pp |
| Annual return | -15.93% | 29.03%-45.0pp | -0.04%-15.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,041 | $1,870-44.3% | $4,951-79.0% | $2,848-63.4% |
| Participant deferral / active EE | $3,943 | $3,157+24.9% | $5,637-30.1% | $4,806-18.0% |
| Admin fee / account holder | $177 | $98+79.7% | $14,673-98.8% | $133+33.4% |