Filed June 13, 2016
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 | $71,004 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $54,698 |
TANNER LLC11+ years Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $14,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,181 | $30,588+31.4% | $53,898-25.4% | $85,563-53.0% |
| Participation rate | 63.3% | 26.3%+36.9pp | 55.0%+8.3pp | 66.0%-2.7pp |
| Annual return | 13.37% | 50.42%-37.1pp | 528.60%-515.2pp | 31.51%-18.1pp |
| Employer contribution / active EE | $818 | $436+87.7% | $932-12.2% | $2,654-69.2% |
| Participant deferral / active EE | $2,870 | $848+238.4% | $1,826+57.1% | $4,375-34.4% |
| Admin fee / account holder | $236 | $1,879-87.4% | $2,491-90.5% | $834-71.7% |