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 | $54,802 |
ASCENSUS LLC9 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $2,057 |
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 | $168,290 | $96,018+75.3% | $65,493+157.0% | $85,563+96.7% |
| Participation rate | 77.1% | 74.8%+2.3pp | 73.1%+4.0pp | 66.0%+11.2pp |
| Annual return | 11.69% | 14.51%-2.8pp | 982.45%-970.8pp | 31.51%-19.8pp |
| Employer contribution / active EE | $5,561 | $3,235+71.9% | $2,574+116.0% | $2,654+109.6% |
| Participant deferral / active EE | $5,691 | $4,055+40.4% | $3,961+43.7% | $4,375+30.1% |
| Admin fee / account holder | $143 | $271-47.0% | $5,028-97.1% | $834-82.8% |