Filed January 11, 2006
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 ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $390,213 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $139,152 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 33 · EIN 06-1050034 | Securities brokerage; Distribution (1... | $78,222 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,378 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,924 | $47,202+306.6% | $93,606+105.0% | $99,062+93.7% |
| Participation rate | 95.1% | 57.3%+37.8pp | 68.7%+26.4pp | 71.6%+23.5pp |
| Annual return | 12.78% | 13.08%-0.3pp | 133.20%-120.4pp | 17.66%-4.9pp |
| Employer contribution / active EE | $7,316 | $1,134+545.2% | $2,420+202.3% | $3,262+124.3% |
| Participant deferral / active EE | $10,378 | $2,296+352.0% | $4,411+135.3% | $5,331+94.7% |
| Admin fee / account holder | $85 | $86-1.4% | $8,285-99.0% | $109-22.3% |