Filed March 29, 2011
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,671 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,618 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,351 | $84,993-4.3% | $129,995-37.4% | $80,160+1.5% |
| Participation rate | 94.5% | 79.5%+15.0pp | 78.5%+16.0pp | 72.9%+21.5pp |
| Annual return | 25.68% | 23.76%+1.9pp | -137.18%+162.9pp | 40.38%-14.7pp |
| Employer contribution / active EE | $2,638 | $3,051-13.5% | $4,320-38.9% | $2,978-11.4% |
| Participant deferral / active EE | $8,097 | $4,984+62.5% | $5,820+39.1% | $5,017+61.4% |
| Admin fee / account holder | $39 | $391-90.1% | $10,614-99.6% | $145-73.4% |