Filed October 21, 2008 (most recent of 2 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 64 · EIN 84-0467907 | Recordkeeping Fees | $38,464 |
Service code 55 | Other Commissions | $2,766 |
Filed as: KESTRA INVESTMENTS SERVICES LLC Service code 55 · EIN 74-2794194 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,626 | $46,292+22.3% | $143,757-60.6% | $64,808-12.6% |
| Participation rate | 27.4% | 64.2%-36.8pp | 80.3%-52.9pp | 71.5%-44.1pp |
| Annual return | -16.71% | -10.05%-6.7pp | -0.04%-16.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $629 | $1,910-67.1% | $4,951-87.3% | $2,506-74.9% |
| Participant deferral / active EE | $1,174 | $2,646-55.6% | $5,637-79.2% | $4,310-72.8% |
| Admin fee / account holder | $321 | $154+108.4% | $14,673-97.8% | $188+70.7% |