Filed July 30, 2013
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 | $20,505 |
JOHNSON BANK7 years Filed as: JOHNSON FINANCIAL GROUP Service code 27 525 JUNCTION RD STE 2000 · MADISON, WI 53717 | Advisory (Plan) | $15,589 |
Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,755 | $79,171-37.2% | $102,423-51.4% | $74,495-33.2% |
| Participation rate | 63.6% | 74.8%-11.2pp | 76.5%-12.9pp | 67.2%-3.6pp |
| Annual return | 15.28% | 54.93%-39.7pp | 29.32%-14.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,411 | $2,362-40.3% | $3,023-53.3% | $2,623-46.2% |
| Participant deferral / active EE | $2,702 | $4,415-38.8% | $5,053-46.5% | $4,346-37.8% |
| Admin fee / account holder | $345 | $2,001-82.8% | $9,451-96.4% | $1,942-82.3% |