Filed July 29, 2010
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 |
|---|---|---|
Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,593 |
NOVA 401(K) ASSOCIATES4 years Service code 13 · EIN 20-1181458 | Contract Administrator | $17,288 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,476 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,228 | $65,435+27.2% | $86,677-4.0% | $66,914+24.4% |
| Participation rate | 95.3% | 75.5%+19.9pp | 76.6%+18.8pp | 69.8%+25.5pp |
| Annual return | -12.45% | -10.89%-1.6pp | 35.91%-48.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $4,294 | $2,153+99.4% | $2,836+51.4% | $2,544+68.8% |
| Participant deferral / active EE | $7,268 | $4,100+77.3% | $4,656+56.1% | $4,237+71.5% |
| Admin fee / account holder | $79 | $642-87.8% | $7,493-99.0% | $593-86.8% |