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 | $31,868 |
ROBIN S. WEINGAST & ASSOCIATES, INC10+ years Filed as: ROBIN S WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $14,829 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,753 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $2,555 |
Service code 13 | Contract Administrator | $2,555 |
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 | $21,040 | $50,982-58.7% | $154,803-86.4% | $85,563-75.4% |
| Participation rate | 88.7% | 59.8%+28.9pp | 78.1%+10.6pp | 66.0%+22.7pp |
| Annual return | 15.19% | 30.35%-15.2pp | 58.88%-43.7pp | 31.51%-16.3pp |
| Employer contribution / active EE | $794 | $1,708-53.5% | $4,305-81.6% | $2,654-70.1% |
| Participant deferral / active EE | $1,715 | $2,474-30.7% | $5,540-69.0% | $4,375-60.8% |
| Admin fee / account holder | $271 | $846-67.9% | $14,329-98.1% | $834-67.5% |