Filed May 10, 2013
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $371,137 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $81,583 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,686 | $81,357-61.1% | $75,972-58.3% | $199,593-84.1% |
| Participation rate | 88.0% | 69.9%+18.1pp | 69.1%+19.0pp | 72.0%+16.1pp |
| Annual return | 13.12% | 16.32%-3.2pp | 359.55%-346.4pp | 34.25%-21.1pp |
| Employer contribution / active EE | $625 | $3,341-81.3% | $2,685-76.7% | $3,034-79.4% |
| Participant deferral / active EE | $3,609 | $4,710-23.4% | $4,255-15.2% | $5,087-29.1% |
| Admin fee / account holder | $92 | $144-36.5% | $6,467-98.6% | $269-65.9% |