Filed October 31, 2018
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 | $16,409 |
FARMERS TRUST COMPANY6 years Filed as: FARMERS TRUST COMPANY DBA NATIONAL Service code 13 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Contract Administrator | $12,686 |
NATIONAL ASSOCIATES, INC.4 years Filed as: NATIONAL ASSOCIATES INC Service code 99 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Other Fees | $3,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,665 |
OCONNOR DAVIES,2 years Filed as: OCONNOR HOSO & LOREE LLC Service code 10 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,944 | $54,517-17.6% | $75,972-40.8% | $74,495-39.7% |
| Participation rate | 60.3% | 60.3%0pp | 69.1%-8.7pp | 67.2%-6.9pp |
| Annual return | 9.23% | 31.82%-22.6pp | 359.55%-350.3pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $1,136 | $1,777-36.1% | $2,685-57.7% | $2,623-56.7% |
| Participant deferral / active EE | $2,565 | $3,066-16.3% | $4,255-39.7% | $4,346-41.0% |
| Admin fee / account holder | $249 | $2,229-88.8% | $6,467-96.2% | $1,942-87.2% |