Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
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 13 · EIN 06-1050034 | Contract Administrator | $698,570 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $115,317 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $12,599 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.2%-56.2pp | 0.0%0pp |
| Annual return | 9.91% | 9.04%+0.9pp | 5.90%+4.0pp | 9.04%+0.9pp |
| Employer contribution / active EE | $4,742 | $14,127-66.4% | $24,714-80.8% | $14,127-66.4% |
| Participant deferral / active EE | $0 | $665-100.0% | $644-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |