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 | $117,266 |
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $15,800 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $91,105 | $126,111-27.8% | $142,449-36.0% | $80,160+13.7% |
| Participation rate | 97.7% | 87.5%+10.1pp | 76.8%+20.9pp | 72.9%+24.7pp |
| Annual return | 18.01% | 23.39%-5.4pp | 19.99%-2.0pp | 40.38%-22.4pp |
| Employer contribution / active EE | $4,351 | $6,430-32.3% | $4,847-10.2% | $2,978+46.1% |
| Participant deferral / active EE | $7,402 | $7,822-5.4% | $6,283+17.8% | $5,017+47.5% |
| Admin fee / account holder | $79 | $92-14.7% | $10,011-99.2% | $145-45.6% |