Filed January 23, 2017
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,980 |
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $47,250 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,200 |
Employer contribution per participant 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 | $78,353 | $108,592-27.8% | $129,110-39.3% | $77,904+0.6% |
| Participation rate | 97.9% | 84.8%+13.1pp | 77.3%+20.7pp | 73.7%+24.2pp |
| Annual return | 18.56% | -13.72%+32.3pp | -10.94%+29.5pp | 12.21%+6.4pp |
| Employer contribution / active EE | $1,550 | $5,713-72.9% | $5,052-69.3% | $2,848-45.6% |
| Participant deferral / active EE | $5,864 | $7,051-16.8% | $6,542-10.4% | $4,806+22.0% |
| Admin fee / account holder | $86 | $91-6.1% | $14,302-99.4% | $133-35.3% |