Filed July 25, 2018 (most recent of 4 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 Service code 15 · EIN 84-0467907 | Recordkeeping | $438,307 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $76,000 |
EIDE BAILLY LLP4 years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $26,513 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,690 | $57,610+99.1% | $154,803-25.9% | $102,872+11.5% |
| Participation rate | 97.2% | 59.5%+37.8pp | 78.1%+19.2pp | 73.0%+24.2pp |
| Annual return | 18.12% | 30.49%-12.4pp | 58.88%-40.8pp | 19.06%-0.9pp |
| Employer contribution / active EE | $4,149 | $1,883+120.3% | $4,305-3.6% | $3,526+17.6% |
| Participant deferral / active EE | $6,287 | $2,914+115.7% | $5,540+13.5% | $5,535+13.6% |
| Admin fee / account holder | $112 | $368-69.5% | $14,329-99.2% | $292-61.6% |