Filed February 23, 2016 (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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $31,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,375 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06820 | Advisory (Plan) | $5,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,547 | $81,908-9.0% | $90,749-17.9% | $64,808+15.0% |
| Participation rate | 92.7% | 80.5%+12.2pp | 75.7%+17.0pp | 71.5%+21.2pp |
| Annual return | -14.79% | -12.53%-2.3pp | -12.16%-2.6pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,957 | $3,065+29.1% | $2,921+35.5% | $2,506+57.9% |
| Participant deferral / active EE | $4,437 | $4,840-8.3% | $4,564-2.8% | $4,310+2.9% |
| Admin fee / account holder | $60 | $157-61.9% | $8,445-99.3% | $188-68.1% |