Filed September 20, 2013 (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 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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,441 |
ASCENSUS LLC8 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $2,179 |
ASCENSUS LLC7 years Filed as: ADMIN PARTNERS LLC Service code 15 | Recordkeeping | $0 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,144 | $69,763+121.0% | $67,502+128.4% | $74,495+106.9% |
| Participation rate | 75.8% | 71.4%+4.4pp | 72.9%+2.9pp | 67.2%+8.6pp |
| Annual return | 14.97% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,590 | $2,704+106.7% | $2,731+104.7% | $2,623+113.1% |
| Participant deferral / active EE | $6,067 | $3,636+66.9% | $4,000+51.7% | $4,346+39.6% |
| Admin fee / account holder | $125 | $896-86.1% | $3,998-96.9% | $1,942-93.6% |