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 Service code 15 · EIN 84-0467907 | Recordkeeping | $140,423 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1932930 | Advisory (Plan) | $26,728 |
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 | $107,304 | $50,127+114.1% | $149,673-28.3% | $80,160+33.9% |
| Participation rate | 56.5% | 64.3%-7.8pp | 78.8%-22.3pp | 72.9%-16.5pp |
| Annual return | 17.93% | 29.82%-11.9pp | 134.42%-116.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $986 | $1,865-47.1% | $4,818-79.5% | $2,978-66.9% |
| Participant deferral / active EE | $4,062 | $3,194+27.2% | $5,680-28.5% | $5,017-19.0% |
| Admin fee / account holder | $182 | $153+19.5% | $13,210-98.6% | $145+25.9% |