Filed March 7, 2013
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 RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,252,895 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 49 PO BOX 207640 · DALLAS, TX 753207640 | Other Services | $27,205 |
Filed as: ADECCO USA, INC. Service code 49 · EIN 94-3286700 | Other Services | $23,929 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,205 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $205,726 | $130,141+58.1% | $86,677+137.3% | $77,904+164.1% |
| Participation rate | 98.6% | 85.9%+12.6pp | 76.6%+22.0pp | 73.7%+24.9pp |
| Annual return | -17.74% | -12.75%-5.0pp | 35.91%-53.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $11,445 | $3,220+255.4% | $2,836+303.5% | $2,848+301.9% |
| Participant deferral / active EE | $11,063 | $5,757+92.1% | $4,656+137.6% | $4,806+130.2% |
| Admin fee / account holder | $291 | $132+121.2% | $7,493-96.1% | $133+119.9% |