Filed May 21, 2019
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 4-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 |
|---|---|---|
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $10,482 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,824 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 65 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,518 | $44,642+46.8% | $91,220-28.2% | $66,914-2.1% |
| Participation rate | 21.0% | 64.9%-43.9pp | 73.2%-52.2pp | 69.8%-48.8pp |
| Annual return | 0.00% | -12.29%+12.3pp | 114.01%-114.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $70 | $1,706-95.9% | $2,850-97.5% | $2,544-97.2% |
| Participant deferral / active EE | $537 | $3,349-84.0% | $4,234-87.3% | $4,237-87.3% |
| Admin fee / account holder | $249 | $521-52.3% | $5,420-95.4% | $593-58.1% |