Filed March 31, 2017 (most recent of 5 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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,814 |
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $19,894 |
SUPERIOR USA CORPORATION2 years Service code 13 | Contract Administrator | $9,271 |
SUPERIORUSA CORPORATION6 years Filed as: SUPERIORUSA CORPORAT Service code 13 · EIN 33-1197652 | Contract Administrator | $5,491 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $1,325 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,052 | $50,982-13.6% | $154,803-71.5% | $85,563-48.5% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 10.68% | 30.35%-19.7pp | 58.88%-48.2pp | 31.51%-20.8pp |
| Employer contribution / active EE | $4,021 | $1,708+135.4% | $4,305-6.6% | $2,654+51.5% |
| Participant deferral / active EE | $1,911 | $2,474-22.8% | $5,540-65.5% | $4,375-56.3% |
| Admin fee / account holder | $58 | $846-93.2% | $14,329-99.6% | $834-93.1% |