Filed January 31, 2014
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,979 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $17,254 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $10,168 |
TSC 401K2 years Service code 99 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Fees | $2,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,563 | $50,815-55.6% | $155,509-85.5% | $77,643-70.9% |
| Participation rate | 58.1% | 63.1%-5.0pp | 78.2%-20.0pp | 70.6%-12.4pp |
| Annual return | 13.83% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $707 | $1,993-64.5% | $4,672-84.9% | $2,726-74.1% |
| Participant deferral / active EE | $1,842 | $2,822-34.7% | $5,626-67.3% | $4,647-60.4% |
| Admin fee / account holder | $96 | $437-77.9% | $15,912-99.4% | $430-77.6% |