Filed March 17, 2016 (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 15 · EIN 84-0467907 | Recordkeeping | $47,310 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $3,883 |
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 | $76,420 | $47,126+62.2% | $149,673-48.9% | $74,419+2.7% |
| Participation rate | 46.8% | 63.4%-16.6pp | 78.8%-32.0pp | 70.7%-24.0pp |
| Annual return | 13.35% | 22.75%-9.4pp | 134.42%-121.1pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,105 | $1,905-42.0% | $4,818-77.1% | $2,637-58.1% |
| Participant deferral / active EE | $2,346 | $2,728-14.0% | $5,680-58.7% | $4,528-48.2% |
| Admin fee / account holder | $191 | $343-44.3% | $13,210-98.6% | $348-45.1% |