Filed March 25, 2012
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 |
|---|---|---|
Service code 27 PO BOX 35142 · SEATTLE, WA 981245142 | Advisory (Plan) | $26,559 |
Filed as: EMPOWER ANNUITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,561 |
PLATFORM CPAS LLP1 year Service code 99 7410 SW BEVELAND RD · TIGARD, OR 97223 | Other Fees | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $45,623 | $73,397-37.8% | $178,014-74.4% | $74,546-38.8% |
| Participation rate | 51.6% | 66.6%-15.0pp | 77.1%-25.5pp | 67.2%-15.6pp |
| Annual return | 11.03% | 17.49%-6.5pp | 294.80%-283.8pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,441 | $2,217-35.0% | $3,950-63.5% | $2,624-45.1% |
| Participant deferral / active EE | $2,993 | $4,512-33.7% | $6,276-52.3% | $4,347-31.2% |
| Admin fee / account holder | $364 | $1,809-79.9% | $10,362-96.5% | $1,944-81.3% |