Filed November 9, 2015 (most recent of 3 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 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,709 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $40,250 |
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 105 ARBOR DRIVE 3RD FL · CHRISTIANSBURG, VA 24073 | Accounting | $14,510 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $49,669 | $129,021-61.5% | $184,203-73.0% | $77,643-36.0% |
| Participation rate | 88.6% | 87.3%+1.3pp | 86.8%+1.8pp | 70.6%+18.1pp |
| Annual return | 16.72% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $5,854 | $4,413+32.7% | $6,427-8.9% | $2,726+114.7% |
| Participant deferral / active EE | $2,514 | $7,297-65.5% | $9,131-72.5% | $4,647-45.9% |
| Admin fee / account holder | $240 | $254-5.4% | $13,901-98.3% | $430-44.2% |