Filed December 15, 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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,655 |
Filed as: ROBIN S WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $12,407 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,365 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $2,166 |
Service code 13 | Contract Administrator | $2,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,250 | $50,815-68.0% | $155,509-89.6% | $77,643-79.1% |
| Participation rate | 87.2% | 63.1%+24.1pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 9.37% | 34.80%-25.4pp | 64.67%-55.3pp | 31.24%-21.9pp |
| Employer contribution / active EE | $629 | $1,993-68.4% | $4,672-86.5% | $2,726-76.9% |
| Participant deferral / active EE | $1,273 | $2,822-54.9% | $5,626-77.4% | $4,647-72.6% |
| Admin fee / account holder | $221 | $437-49.5% | $15,912-98.6% | $430-48.7% |