Filed June 23, 2015 (most recent of 2 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 3-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $31,388 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $27,714 | $35,293-21.5% | $77,024-64.0% | $89,394-69.0% |
| Participation rate | 1.8% | 31.3%-29.5pp | 67.9%-66.1pp | 71.3%-69.5pp |
| Annual return | 0.00% | -5.92%+5.9pp | 42.32%-42.3pp | -11.89%+11.9pp |
| Employer contribution / active EE | $86 | $695-87.6% | $2,812-96.9% | $3,022-97.2% |
| Participant deferral / active EE | $114 | $1,764-93.5% | $4,426-97.4% | $5,123-97.8% |
| Admin fee / account holder | $67 | $105-35.9% | $5,425-98.8% | $79-15.2% |