Filed August 23, 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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,698 | $50,982-20.2% | $154,803-73.7% | $85,563-52.4% |
| Participation rate | 54.1% | 59.8%-5.7pp | 78.1%-24.0pp | 66.0%-11.8pp |
| Annual return | 13.86% | 30.35%-16.5pp | 58.88%-45.0pp | 31.51%-17.7pp |
| Employer contribution / active EE | $952 | $1,708-44.3% | $4,305-77.9% | $2,654-64.1% |
| Participant deferral / active EE | $1,724 | $2,474-30.3% | $5,540-68.9% | $4,375-60.6% |
| Admin fee / account holder | $0 | $846-100.0% | $14,329-100.0% | $834-100.0% |