Filed August 9, 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 9-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 13 · EIN 42-0127290 | Contract Administrator | $200,524 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,715 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 27 | Advisory (Plan) | $61,272 |
ETA CONSULTING, LLC6 years Service code 13 · EIN 45-4417591 3734 SCUTS COURT · MARION, SC 29571 | Contract Administrator | $26,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 · EIN 13-4071393 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $16,630 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,752 | $43,113-31.0% | $82,719-64.0% | $77,904-61.8% |
| Participation rate | 30.8% | 63.8%-33.0pp | 72.6%-41.7pp | 73.7%-42.9pp |
| Annual return | 10.58% | 2.60%+8.0pp | 701.18%-690.6pp | 12.21%-1.6pp |
| Employer contribution / active EE | $588 | $1,924-69.4% | $3,009-80.5% | $2,848-79.3% |
| Participant deferral / active EE | $3,344 | $3,057+9.4% | $4,395-23.9% | $4,806-30.4% |
| Admin fee / account holder | $206 | $102+101.5% | $5,329-96.1% | $133+55.5% |