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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,718 |
Filed as: WORLD INVESTMENT ADVISORS .00 LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $12,405 |
NOVA 401(K) ASSOCIATES6 years Service code 13 · EIN 20-1181458 | Contract Administrator | $9,810 |
Service code 27 200 COLONIAL CENTER PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $6,733 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,824 | $79,171+5.9% | $102,423-18.2% | $74,495+12.5% |
| Participation rate | 94.7% | 74.8%+19.9pp | 76.5%+18.2pp | 67.2%+27.5pp |
| Annual return | 12.56% | 54.93%-42.4pp | 29.32%-16.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,669 | $2,362+97.7% | $3,023+54.4% | $2,623+78.0% |
| Participant deferral / active EE | $7,722 | $4,415+74.9% | $5,053+52.8% | $4,346+77.7% |
| Admin fee / account holder | $47 | $2,001-97.7% | $9,451-99.5% | $1,942-97.6% |