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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $246,206 |
SELLWOOD CONSULTING LLC1 year Service code 27 · EIN 06-1050034 15570 SW JENKINS · BEAVERTON, OR 97006 | Advisory (Plan) | $46,710 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,919 | $76,173-51.5% | $81,382-54.6% | $199,593-81.5% |
| Participation rate | 68.7% | 76.3%-7.6pp | 69.5%-0.8pp | 72.0%-3.3pp |
| Annual return | 14.35% | 15.59%-1.2pp | 24.73%-10.4pp | 34.25%-19.9pp |
| Employer contribution / active EE | $804 | $2,792-71.2% | $2,463-67.4% | $3,034-73.5% |
| Participant deferral / active EE | $2,135 | $4,201-49.2% | $3,883-45.0% | $5,087-58.0% |
| Admin fee / account holder | $77 | $146-47.0% | $5,768-98.7% | $269-71.2% |