Filed October 30, 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 O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $382,520 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $74,039 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,893 | $119,627+35.3% | $146,958+10.2% | $99,062+63.4% |
| Participation rate | 95.9% | 73.4%+22.4pp | 82.2%+13.7pp | 71.6%+24.2pp |
| Annual return | 14.03% | 28.82%-14.8pp | 418.34%-404.3pp | 17.66%-3.6pp |
| Employer contribution / active EE | $4,589 | $4,153+10.5% | $4,933-7.0% | $3,262+40.7% |
| Participant deferral / active EE | $8,692 | $7,997+8.7% | $8,070+7.7% | $5,331+63.0% |
| Admin fee / account holder | $61 | $150-59.1% | $12,998-99.5% | $109-43.8% |