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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,613 |
STIFEL NICOLAUS & CO INC5 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $42,464 |
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 | $25,669 | $216,711-88.2% | $136,749-81.2% | $85,563-70.0% |
| Participation rate | 96.7% | 51.7%+45.0pp | 72.1%+24.6pp | 66.0%+30.8pp |
| Annual return | 18.61% | 15.26%+3.3pp | 24.33%-5.7pp | 31.51%-12.9pp |
| Employer contribution / active EE | $980 | $1,660-40.9% | $3,400-71.2% | $2,654-63.1% |
| Participant deferral / active EE | $3,542 | $2,635+34.4% | $4,692-24.5% | $4,375-19.1% |
| Admin fee / account holder | $157 | $1,223-87.1% | $11,386-98.6% | $834-81.1% |