Filed January 1, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,385 |
Service code 16 5653 MAXWELTON RD · OAKLAND, CA 94618 | Consulting | $30,742 |
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.)
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 | $103,891 | $48,277+115.2% | $67,511+53.9% | $80,874+28.5% |
| Participation rate | 67.6% | 66.4%+1.3pp | 72.9%-5.2pp | 67.6%0pp |
| Annual return | 12.54% | 18.27%-5.7pp | 3517.41%-3504.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $5,489 | $2,021+171.6% | $2,733+100.9% | $2,756+99.2% |
| Participant deferral / active EE | $9,217 | $2,926+215.0% | $4,000+130.4% | $4,297+114.5% |
| Admin fee / account holder | $833 | $3,687-77.4% | $3,999-79.2% | $6,935-88.0% |