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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $443,224 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $76,000 |
EIDE BAILLY LLP3 years Service code 10 PO BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $25,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,253 | $53,136+94.3% | $155,509-33.6% | $199,593-48.3% |
| Participation rate | 97.0% | 64.1%+32.9pp | 78.2%+18.8pp | 72.0%+25.0pp |
| Annual return | 13.15% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $4,327 | $1,851+133.8% | $4,672-7.4% | $3,034+42.6% |
| Participant deferral / active EE | $6,211 | $3,161+96.5% | $5,626+10.4% | $5,087+22.1% |
| Admin fee / account holder | $123 | $185-33.7% | $15,912-99.2% | $269-54.3% |