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 | $116,531 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,736 |
TFB ADVISORS, LLC2 years Service code 27 4801W 110TH ST, STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,673 |
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 | $17,554 | $44,897-60.9% | $84,966-79.3% | $199,593-91.2% |
| Participation rate | 23.7% | 45.7%-22.1pp | 67.5%-43.8pp | 72.0%-48.3pp |
| Annual return | 19.93% | 20.96%-1.0pp | 66.38%-46.5pp | 34.25%-14.3pp |
| Employer contribution / active EE | $761 | $1,365-44.3% | $2,727-72.1% | $3,034-74.9% |
| Participant deferral / active EE | $1,936 | $2,668-27.4% | $4,519-57.2% | $5,087-61.9% |
| Admin fee / account holder | $76 | $584-87.1% | $6,149-98.8% | $269-71.9% |