Filed July 23, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $152,557 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $59,927 |
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 | $41,453 | $53,136-22.0% | $155,509-73.3% | $199,593-79.2% |
| Participation rate | 44.7% | 64.1%-19.4pp | 78.2%-33.5pp | 72.0%-27.3pp |
| Annual return | 14.42% | 41.15%-26.7pp | 64.67%-50.3pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,265 | $1,851-31.7% | $4,672-72.9% | $3,034-58.3% |
| Participant deferral / active EE | $2,372 | $3,161-25.0% | $5,626-57.8% | $5,087-53.4% |
| Admin fee / account holder | $253 | $185+36.5% | $15,912-98.4% | $269-5.9% |