Filed August 31, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,146 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $24,000 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF JND PC Service code 10 75 STATE ST STE 2105 · BOSTON, MA 02109 | Accounting | $13,266 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,616 | $88,890+51.4% | $102,423+31.4% | $77,643+73.4% |
| Participation rate | 88.6% | 80.9%+7.7pp | 76.5%+12.1pp | 70.6%+18.0pp |
| Annual return | 11.06% | 24.98%-13.9pp | 29.32%-18.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,824 | $2,698-32.4% | $3,023-39.7% | $2,726-33.1% |
| Participant deferral / active EE | $5,324 | $5,145+3.5% | $5,053+5.4% | $4,647+14.6% |
| Admin fee / account holder | $79 | $235-66.3% | $9,451-99.2% | $430-81.6% |