Filed April 30, 2009 (most recent of 3 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 | $328,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 25 · EIN 84-1532243 | Directed Trustee | $95,438 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $64,647 |
GOFF BACKA ALFERA & COMPANY3 years Filed as: GOFF BACKA ALFERA & COMPANY LLC Service code 10 3325 SAW MILLS RUN BLVD · PITTSBURGH, PA 15227 | Accounting | $9,643 |
Service code 16 · EIN 34-1820650 | Consulting | $900 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $645 |
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 | $84,448 | $110,299-23.4% | $102,423-17.5% | $199,593-57.7% |
| Participation rate | 69.4% | 86.3%-16.9pp | 76.5%-7.1pp | 72.0%-2.5pp |
| Annual return | -17.09% | 35.73%-52.8pp | 29.32%-46.4pp | 34.25%-51.3pp |
| Employer contribution / active EE | $2,553 | $3,603-29.1% | $3,023-15.5% | $3,034-15.9% |
| Participant deferral / active EE | $5,315 | $6,376-16.6% | $5,053+5.2% | $5,087+4.5% |
| Admin fee / account holder | $145 | $122+18.8% | $9,451-98.5% | $269-46.0% |