Filed March 24, 2016
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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,146 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $250 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,507 | $47,898-23.8% | $117,472-68.9% | $64,808-43.7% |
| Participation rate | 7.7% | 61.9%-54.2pp | 70.6%-62.9pp | 71.5%-63.8pp |
| Annual return | -16.02% | -15.54%-0.5pp | 29.74%-45.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $471 | $3,151-85.0% | $4,070-88.4% | $4,310-89.1% |
| Admin fee / account holder | $251 | $132+90.2% | $5,645-95.6% | $188+33.5% |