Filed April 29, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $143,639 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $43,333 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $25,650 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,715 | $128,899+29.3% | $113,168+47.3% | $102,872+62.1% |
| Participation rate | 68.9% | 87.0%-18.1pp | 76.6%-7.7pp | 73.0%-4.2pp |
| Annual return | 19.67% | 15.88%+3.8pp | 24.27%-4.6pp | 19.06%+0.6pp |
| Employer contribution / active EE | $2,110 | $3,713-43.2% | $2,975-29.1% | $3,526-40.2% |
| Participant deferral / active EE | $8,173 | $6,787+20.4% | $5,107+60.0% | $5,535+47.7% |
| Admin fee / account holder | $102 | $129-21.5% | $12,068-99.2% | $292-65.3% |