Filed December 30, 2015 (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 | $276,899 |
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $55,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,234 | $55,331+7.1% | $81,812-27.6% | $199,593-70.3% |
| Participation rate | 64.6% | 62.5%+2.1pp | 72.3%-7.8pp | 72.0%-7.4pp |
| Annual return | 20.93% | 19.59%+1.3pp | 773.79%-752.9pp | 34.25%-13.3pp |
| Employer contribution / active EE | $1,547 | $2,101-26.3% | $2,912-46.9% | $3,034-49.0% |
| Participant deferral / active EE | $5,002 | $3,283+52.4% | $4,319+15.8% | $5,087-1.7% |
| Admin fee / account holder | $107 | $346-69.1% | $7,386-98.6% | $269-60.2% |