Filed January 1, 2015 (most recent of 3 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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $243,237 |
SELLWOOD CONSULTING LLC5 years Filed as: SELLWOOD CONSULTING, LLC Service code 27 · EIN 80-0827237 | Advisory (Plan) | $44,853 |
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 | $35,108 | $73,034-51.9% | $77,163-54.5% | $80,160-56.2% |
| Participation rate | 79.9% | 78.1%+1.8pp | 69.6%+10.3pp | 72.9%+6.9pp |
| Annual return | 17.62% | 18.56%-0.9pp | 37.87%-20.3pp | 40.38%-22.8pp |
| Employer contribution / active EE | $961 | $2,779-65.4% | $2,535-62.1% | $2,978-67.7% |
| Participant deferral / active EE | $2,583 | $4,140-37.6% | $3,833-32.6% | $5,017-48.5% |
| Admin fee / account holder | $78 | $104-25.0% | $5,472-98.6% | $145-46.4% |