Filed December 16, 2010
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 | $138,235 |
SBHU LIFE AGENCY INC10+ years Service code 55 ONE SANSOME ST 38TH FL · SAN FRANCISCO, CA 94104 | Other Commissions | $77,172 |
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 | $0 | $62,127-100.0% | $81,382-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 13.47% | 16.48%-3.0pp | 24.73%-11.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,186 | $1,882+122.4% | $2,463+70.0% | $2,623+59.6% |
| Participant deferral / active EE | $8,100 | $3,229+150.9% | $3,883+108.6% | $4,346+86.4% |
| Admin fee / account holder | $0 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |