Filed October 10, 2019
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,911 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET, SUITE 800 · IRVINE, CA 92614 | Investment Management | $18,833 |
Filed as: INSTITUTE ON AGING Service code 13 3575 GEARY BLVD · SAN FRANCISCO, CA 94118 | Contract Administrator | $0 |
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 | $19,876 | $46,292-57.1% | $143,757-86.2% | $64,808-69.3% |
| Participation rate | 53.6% | 64.2%-10.6pp | 80.3%-26.7pp | 71.5%-17.8pp |
| Annual return | -15.15% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $619 | $1,910-67.6% | $4,951-87.5% | $2,506-75.3% |
| Participant deferral / active EE | $2,308 | $2,646-12.8% | $5,637-59.1% | $4,310-46.5% |
| Admin fee / account holder | $176 | $154+14.3% | $14,673-98.8% | $188-6.4% |