Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 employees
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,975 |
Service code 55 3690 ORANGE PL #300 · BEACHWOOD, OH 44122 | Other Commissions | $15,433 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,730 | $91,372-9.5% | $129,995-36.4% | $74,419+11.2% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+29.0pp |
| Annual return | 11.75% | 23.21%-11.5pp | -137.18%+148.9pp | 34.38%-22.6pp |
| Employer contribution / active EE | $3,214 | $2,563+25.4% | $4,320-25.6% | $2,637+21.9% |
| Participant deferral / active EE | $6,708 | $4,721+42.1% | $5,820+15.3% | $4,528+48.1% |
| Admin fee / account holder | $54 | $283-81.0% | $10,614-99.5% | $348-84.5% |