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) | $17,194 |
NOVA 401(K) ASSOCIATES5 years Service code 13 · EIN 20-1181458 | Contract Administrator | $16,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,081 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,358 | $76,050+5.7% | $96,544-16.8% | $71,457+12.5% |
| Participation rate | 96.9% | 74.4%+22.5pp | 76.0%+20.9pp | 67.9%+29.0pp |
| Annual return | 12.55% | 22.81%-10.3pp | 25.84%-13.3pp | 28.85%-16.3pp |
| Employer contribution / active EE | $4,590 | $2,244+104.5% | $2,965+54.8% | $2,588+77.4% |
| Participant deferral / active EE | $7,882 | $4,215+87.0% | $4,851+62.5% | $4,289+83.8% |
| Admin fee / account holder | $79 | $2,707-97.1% | $8,252-99.0% | $1,587-95.0% |