Filed August 23, 2018
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 15 · EIN 84-0467907 | Recordkeeping | $132,942 |
WHITLEY PENN LLP10+ years Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $39,175 |
Service code 13 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 | Contract Administrator | $8,910 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,001 | $117,739-44.8% | $156,263-58.4% | $117,739-44.8% |
| Participation rate | 99.0% | 76.6%+22.3pp | 78.9%+20.1pp | 76.6%+22.3pp |
| Annual return | 15.61% | 17.29%-1.7pp | 59.47%-43.9pp | 17.29%-1.7pp |
| Employer contribution / active EE | $4,523 | $3,746+20.7% | $4,333+4.4% | $3,746+20.7% |
| Participant deferral / active EE | $5,519 | $6,128-9.9% | $6,158-10.4% | $6,128-9.9% |
| Admin fee / account holder | $24 | $112-78.7% | $14,255-99.8% | $112-78.7% |