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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,642 |
Service code 55 3690 ORANGE PL #300 · BEACHWOOD, OH 44122 | Other Commissions | $18,429 |
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 | $83,495 | $89,436-6.6% | $164,813-49.3% | $77,643+7.5% |
| Participation rate | 99.7% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.1pp |
| Annual return | 10.29% | 28.83%-18.5pp | 69.93%-59.6pp | 31.24%-20.9pp |
| Employer contribution / active EE | $3,060 | $2,569+19.1% | $4,341-29.5% | $2,726+12.3% |
| Participant deferral / active EE | $6,630 | $4,897+35.4% | $6,031+9.9% | $4,647+42.7% |
| Admin fee / account holder | $55 | $339-83.7% | $12,690-99.6% | $430-87.1% |