Filed August 20, 2009
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 | $152,641 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $20,000 |
Filed as: RAYMOND JAMES Service code 99 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | -$1,380 |
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.
Employer 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 | $32,888 | $47,385-30.6% | $56,441-41.7% | $106,408-69.1% |
| Participation rate | 9.1% | 33.2%-24.1pp | 52.5%-43.4pp | 69.9%-60.8pp |
| Annual return | 14.84% | 17.29%-2.4pp | 1704.21%-1689.4pp | 17.37%-2.5pp |
| Employer contribution / active EE | $75 | $623-88.0% | $1,039-92.8% | $3,361-97.8% |
| Participant deferral / active EE | $330 | $1,440-77.1% | $1,953-83.1% | $5,567-94.1% |
| Admin fee / account holder | $116 | $78+48.7% | $2,829-95.9% | $79+46.8% |