Filed August 8, 2014 (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 LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,779 |
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-4021417 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043805 | Contract Administrator | $12,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,855 | $131,799-28.8% | $200,582-53.2% | $85,563+9.7% |
| Participation rate | 97.3% | 87.9%+9.3pp | 86.9%+10.4pp | 66.0%+31.3pp |
| Annual return | 17.47% | 21.59%-4.1pp | 42.33%-24.9pp | 31.51%-14.0pp |
| Employer contribution / active EE | $2,443 | $4,532-46.1% | $6,419-61.9% | $2,654-7.9% |
| Participant deferral / active EE | $6,460 | $7,702-16.1% | $9,331-30.8% | $4,375+47.6% |
| Admin fee / account holder | $116 | $235-50.7% | $16,305-99.3% | $834-86.1% |