Filed March 17, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $458,258 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $57,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,079 | $121,719-49.0% | $154,803-59.9% | $140,769-55.9% |
| Participation rate | 98.2% | 76.3%+21.9pp | 78.1%+20.1pp | 74.2%+24.0pp |
| Annual return | 17.03% | 19.22%-2.2pp | 58.88%-41.9pp | 16.82%+0.2pp |
| Employer contribution / active EE | $2,372 | $2,466-3.8% | $4,305-44.9% | $3,906-39.3% |
| Participant deferral / active EE | $6,031 | $5,384+12.0% | $5,540+8.9% | $6,717-10.2% |
| Admin fee / account holder | $27 | $71-61.8% | $14,329-99.8% | $229-88.2% |