Filed October 17, 2011
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,269 |
Service code 27 300 LEDGEWOOD PL STE 101 · ROCKLAND, MA 02370 | Advisory (Plan) | $7,420 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $61,519 | $55,415+11.0% | $155,509-60.4% | $74,495-17.4% |
| Participation rate | 52.3% | 61.9%-9.6pp | 78.2%-25.9pp | 67.2%-14.9pp |
| Annual return | 8.23% | 268.50%-260.3pp | 64.67%-56.4pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $1,402 | $2,267-38.2% | $4,672-70.0% | $2,623-46.6% |
| Participant deferral / active EE | $2,907 | $2,836+2.5% | $5,626-48.3% | $4,346-33.1% |
| Admin fee / account holder | $99 | $1,738-94.3% | $15,912-99.4% | $1,942-94.9% |