Filed January 7, 2013
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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $255,949 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $66,904 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $27,128 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $3,650 |
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 | $90,089 | $110,299-18.3% | $102,423-12.0% | $199,593-54.9% |
| Participation rate | 96.6% | 86.3%+10.3pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 11.64% | 35.73%-24.1pp | 29.32%-17.7pp | 34.25%-22.6pp |
| Employer contribution / active EE | $3,793 | $3,603+5.3% | $3,023+25.5% | $3,034+25.0% |
| Participant deferral / active EE | $4,551 | $6,376-28.6% | $5,053-9.9% | $5,087-10.5% |
| Admin fee / account holder | $184 | $122+50.1% | $9,451-98.1% | $269-31.7% |