Filed December 7, 2015 (most recent of 2 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 | $25,021 |
PEERY & ASSOCIATES, INC.7 years Filed as: PEERY & ASSOCIATES INC Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $9,150 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,299 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,094 | $45,343+1.7% | $150,298-69.3% | $67,986-32.2% |
| Participation rate | 80.0% | 51.9%+28.1pp | 77.8%+2.2pp | 57.2%+22.8pp |
| Annual return | 12.72% | 33.28%-20.6pp | 62.79%-50.1pp | 31.67%-18.9pp |
| Employer contribution / active EE | $2,659 | $1,462+81.9% | $4,154-36.0% | $2,019+31.7% |
| Participant deferral / active EE | $2,265 | $2,055+10.2% | $5,453-58.5% | $3,358-32.5% |
| Admin fee / account holder | $123 | $2,250-94.5% | $14,116-99.1% | $3,203-96.1% |