Filed January 30, 2006 (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 Service code 15 · EIN 84-0467907 | Recordkeeping | $127,186 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 BOX 4110 · WOBURN, MA 018884110 | Advisory (Plan) | $20,826 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $16,185 |
CLIFTONLARSONALLEN LLP1 year Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $15,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $21,494 | $40,592-47.0% | $86,188-75.1% | $103,482-79.2% |
| Participation rate | 36.1% | 58.1%-22.1pp | 69.0%-32.9pp | 73.3%-37.2pp |
| Annual return | 17.27% | 18.32%-1.1pp | 1168.45%-1151.2pp | 33.11%-15.8pp |
| Employer contribution / active EE | $56 | $974-94.2% | $2,380-97.6% | $3,208-98.2% |
| Participant deferral / active EE | $867 | $2,072-58.2% | $3,985-78.2% | $5,207-83.4% |
| Admin fee / account holder | $74 | $85-12.7% | $6,852-98.9% | $114-35.2% |