Filed October 7, 2016 (most recent of 3 filings on file)
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 INS & ANNUITY CO Service code 10 · EIN 84-0467907 | Accounting | $96,535 |
STIFEL NICOLAUS & CO INC9 years Filed as: STIFEL NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $24,858 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD CPAS + ADVISORS Service code 10 · EIN 38-2184825 | Accounting | $16,300 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,108 | $56,767-15.3% | $101,794-52.7% | $85,563-43.8% |
| Participation rate | 65.2% | 57.6%+7.6pp | 69.2%-4.0pp | 66.0%-0.7pp |
| Annual return | 12.91% | 17.76%-4.9pp | 30.53%-17.6pp | 31.51%-18.6pp |
| Employer contribution / active EE | $868 | $1,112-22.0% | $2,289-62.1% | $2,654-67.3% |
| Participant deferral / active EE | $1,255 | $2,720-53.8% | $4,084-69.3% | $4,375-71.3% |
| Admin fee / account holder | $226 | $1,098-79.4% | $8,777-97.4% | $834-72.9% |