Filed May 15, 2013 (most recent of 2 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 ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $43,956 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $42,941 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $17,501 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $572 |
Employer contribution per participant 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 | $51,014 | $46,292+10.2% | $143,757-64.5% | $64,808-21.3% |
| Participation rate | 84.8% | 64.2%+20.6pp | 80.3%+4.5pp | 71.5%+13.4pp |
| Annual return | -12.11% | -10.05%-2.1pp | -0.04%-12.1pp | 32.82%-44.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,517 | $2,646+70.7% | $5,637-19.9% | $4,310+4.8% |
| Admin fee / account holder | $106 | $154-31.2% | $14,673-99.3% | $188-43.7% |