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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,404 |
TFB ADVISORS, LLC1 year Service code 27 4801 W 110TH ST, STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,616 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $11,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,339 | $40,278-57.0% | $80,569-78.5% | $80,160-78.4% |
| Participation rate | 28.3% | 47.5%-19.2pp | 67.0%-38.7pp | 72.9%-44.6pp |
| Annual return | 27.75% | 50.86%-23.1pp | 935.43%-907.7pp | 40.38%-12.6pp |
| Employer contribution / active EE | $1,217 | $1,332-8.7% | $2,723-55.3% | $2,978-59.1% |
| Participant deferral / active EE | $1,994 | $2,696-26.0% | $4,447-55.2% | $5,017-60.3% |
| Admin fee / account holder | $62 | $210-70.5% | $5,377-98.8% | $145-57.2% |