Filed September 16, 2014
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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,646 |
TRUEPOINT INC2 years Service code 27 9999 CARVER RD STE 200 · CINCINNATI, OH 45242 | Advisory (Plan) | $44,826 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER MALE & STRAKOWSKI Service code 13 PO BOX 128 · MIAMITOWN, OH 45041 | Contract Administrator | $4,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,843 |
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 | $27,852 | $50,815-45.2% | $155,509-82.1% | $77,643-64.1% |
| Participation rate | 32.0% | 63.1%-31.1pp | 78.2%-46.2pp | 70.6%-38.6pp |
| Annual return | 13.53% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $492 | $1,993-75.3% | $4,672-89.5% | $2,726-82.0% |
| Participant deferral / active EE | $860 | $2,822-69.5% | $5,626-84.7% | $4,647-81.5% |
| Admin fee / account holder | $175 | $437-59.9% | $15,912-98.9% | $430-59.3% |