Filed December 4, 2019
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 INS CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,895 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $14,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,732 | $138,347-20.7% | $184,203-40.4% | $80,856+35.7% |
| Participation rate | 91.5% | 83.9%+7.7pp | 86.8%+4.7pp | 67.6%+23.9pp |
| Annual return | 6.21% | 20.02%-13.8pp | 28.81%-22.6pp | 35.59%-29.4pp |
| Employer contribution / active EE | $4,402 | $4,850-9.3% | $6,427-31.5% | $2,755+59.8% |
| Participant deferral / active EE | $5,644 | $7,071-20.2% | $9,131-38.2% | $4,296+31.4% |
| Admin fee / account holder | $10,346 | $10,483-1.3% | $13,901-25.6% | $6,918+49.6% |