Filed June 19, 2012
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: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 25431 FRIENDSHIP RD UNIT D · DAPHNE, AL 36526 | Contract Administrator | $7,305 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,427 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $162 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,204 | $47,722-53.5% | $82,719-73.2% | $64,808-65.7% |
| Participation rate | 21.0% | 67.6%-46.7pp | 72.6%-51.6pp | 71.5%-50.5pp |
| Annual return | -14.12% | -13.05%-1.1pp | 701.18%-715.3pp | 32.82%-46.9pp |
| Employer contribution / active EE | $300 | $2,179-86.2% | $3,009-90.0% | $2,506-88.0% |
| Participant deferral / active EE | $513 | $3,329-84.6% | $4,395-88.3% | $4,310-88.1% |
| Admin fee / account holder | $56 | $143-61.0% | $5,329-99.0% | $188-70.3% |