Filed December 1, 2017
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,033 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $32,355 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,703 | $52,208-18.2% | $86,612-50.7% | $74,419-42.6% |
| Participation rate | 97.7% | 66.3%+31.4pp | 71.7%+26.0pp | 70.7%+27.0pp |
| Annual return | 19.30% | 44.46%-25.2pp | 591.07%-571.8pp | 34.38%-15.1pp |
| Employer contribution / active EE | $4,552 | $2,282+99.5% | $3,022+50.6% | $2,637+72.6% |
| Participant deferral / active EE | $7,583 | $3,383+124.1% | $4,438+70.9% | $4,528+67.5% |
| Admin fee / account holder | $155 | $319-51.3% | $5,614-97.2% | $348-55.3% |