Filed March 29, 2019
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 | $69,202 |
STIFEL NICOLAUS & CO INC4 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $38,222 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,361 | $72,994-68.0% | $120,368-80.6% | $77,671-69.9% |
| Participation rate | 97.4% | 55.2%+42.2pp | 71.9%+25.5pp | 70.6%+26.8pp |
| Annual return | 14.59% | 18.23%-3.6pp | 107.26%-92.7pp | 31.21%-16.6pp |
| Employer contribution / active EE | $734 | $1,793-59.1% | $3,465-78.8% | $2,726-73.1% |
| Participant deferral / active EE | $3,835 | $3,011+27.4% | $4,991-23.2% | $4,648-17.5% |
| Admin fee / account holder | $158 | $658-76.0% | $9,429-98.3% | $430-63.2% |