Filed September 2, 2008 (most recent of 5 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 9-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 |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN, INC Service code 15 | Recordkeeping | $35,244 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $226 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,643 | $57,739-33.1% | $112,229-65.6% | $74,419-48.1% |
| Participation rate | 69.8% | 55.6%+14.2pp | 72.4%-2.6pp | 70.7%-0.9pp |
| Annual return | 14.41% | 19.52%-5.1pp | 30.20%-15.8pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,210 | $1,675-27.7% | $3,430-64.7% | $2,637-54.1% |
| Participant deferral / active EE | $1,722 | $2,891-40.5% | $4,798-64.1% | $4,528-62.0% |
| Admin fee / account holder | $104 | $462-77.4% | $7,748-98.7% | $348-70.0% |