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 | $224,604 |
UBS FINANCIAL SERVICES INC7 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,940 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $57,055 | $52,660+8.3% | $86,612-34.1% | $80,160-28.8% |
| Participation rate | 66.3% | 62.4%+3.9pp | 71.7%-5.3pp | 72.9%-6.6pp |
| Annual return | 21.54% | 24.87%-3.3pp | 591.07%-569.5pp | 40.38%-18.8pp |
| Employer contribution / active EE | $1,670 | $2,140-22.0% | $3,022-44.7% | $2,978-43.9% |
| Participant deferral / active EE | $5,290 | $3,215+64.5% | $4,438+19.2% | $5,017+5.4% |
| Admin fee / account holder | $100 | $113-11.1% | $5,614-98.2% | $145-30.9% |