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 | $82,946 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $22,469 |
WITHUMSMITH+BROWN, PC7 years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 105 ARBOR DRIVE 3RD FL · CHRISTIANSBURG, VA 24073 | Accounting | $16,950 |
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.
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 | $55,201 | $131,799-58.1% | $200,582-72.5% | $85,563-35.5% |
| Participation rate | 95.2% | 87.9%+7.3pp | 86.9%+8.3pp | 66.0%+29.2pp |
| Annual return | 17.84% | 21.59%-3.8pp | 42.33%-24.5pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,383 | $4,532-25.4% | $6,419-47.3% | $2,654+27.5% |
| Participant deferral / active EE | $3,064 | $7,702-60.2% | $9,331-67.2% | $4,375-30.0% |
| Admin fee / account holder | $230 | $235-2.0% | $16,305-98.6% | $834-72.4% |