Filed November 15, 1
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 | $51,808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,717-100.0% | $154,803-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | 13.11% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $8,186 | $2,761+196.5% | $4,305+90.1% | $2,631+211.2% |
| Participant deferral / active EE | $19,427 | $3,303+488.1% | $5,540+250.6% | $4,212+361.3% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |