Filed June 5, 2014 (most recent of 4 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 O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $267,061 |
MERCER3 years Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $115,931 |
CITRIN COOPERMAN8 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 P O BOX 23945 · NEW YORK, NY 100873945 | Accounting | $22,680 |
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 | $178,874 | $129,021+38.6% | $184,203-2.9% | $77,643+130.4% |
| Participation rate | 98.8% | 87.3%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 11.84% | 33.27%-21.4pp | 28.81%-17.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $6,021 | $4,413+36.4% | $6,427-6.3% | $2,726+120.9% |
| Participant deferral / active EE | $10,136 | $7,297+38.9% | $9,131+11.0% | $4,647+118.1% |
| Admin fee / account holder | $269 | $254+5.8% | $13,901-98.1% | $430-37.6% |