Filed January 22, 2008
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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,112 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $80,399 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNVOVATION DRIVE · DAYTON, OH 45342 | Accounting | $31,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,201 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,542 | $53,136-70.7% | $155,509-90.0% | $199,593-92.2% |
| Participation rate | 80.5% | 64.1%+16.4pp | 78.2%+2.3pp | 72.0%+8.5pp |
| Annual return | 13.12% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $263 | $1,851-85.8% | $4,672-94.4% | $3,034-91.3% |
| Participant deferral / active EE | $1,651 | $3,161-47.8% | $5,626-70.7% | $5,087-67.5% |
| Admin fee / account holder | $71 | $185-62.0% | $15,912-99.6% | $269-73.8% |