Filed October 22, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 5252 SNAPDRAGON TRAIL · FITCHBURG, WI 53711 | Advisory (Plan) | $46,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,759 | $50,982+1.5% | $154,803-66.6% | $85,563-39.5% |
| Participation rate | 68.8% | 59.8%+9.0pp | 78.1%-9.2pp | 66.0%+2.9pp |
| Annual return | 12.29% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,867 | $1,708+9.3% | $4,305-56.6% | $2,654-29.6% |
| Participant deferral / active EE | $4,483 | $2,474+81.2% | $5,540-19.1% | $4,375+2.5% |
| Admin fee / account holder | $238 | $846-71.8% | $14,329-98.3% | $834-71.4% |