Filed April 12, 2017
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 8-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 | $972,713 |
CONDUENT HR CONSULTING, LLC8+ years Filed as: CONDUENT Service code 15 · EIN 04-3609848 | Recordkeeping | $56,829 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS LLP Service code 10 ONE BATTERY PARK PLAZA, 27TH FLOOR · NEW YORK, NY 10004 | Accounting | $39,910 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 15 300 PRIMERA BOULEVARD, SUITE 200 · LAKE MARY, FL 32746 | Recordkeeping | $18,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,333 | $152,104+11.3% | $184,203-8.1% | $106,382+59.2% |
| Participation rate | 99.4% | 85.9%+13.6pp | 86.8%+12.6pp | 69.9%+29.6pp |
| Annual return | 14.47% | 20.70%-6.2pp | 28.81%-14.3pp | 17.37%-2.9pp |
| Employer contribution / active EE | $7,870 | $5,326+47.8% | $6,427+22.5% | $3,364+134.0% |
| Participant deferral / active EE | $9,379 | $8,559+9.6% | $9,131+2.7% | $5,569+68.4% |
| Admin fee / account holder | $37 | $103-63.7% | $13,901-99.7% | $79-53.0% |