Filed March 21, 2006 (most recent of 2 filings on file)
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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,245,897 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $262,453 |
Service code 16 2451 CUMBERLAND PKWY SE, #3608 · ATLANTA, GA 30339 | Consulting | $238,845 |
WELLSPAN HEALTH1 year Service code 99 · EIN 22-2517863 | Other Fees | $100,285 |
Filed as: VESTIA ADVISORS LLC Service code 99 · EIN 82-1828832 | Other Fees | $21,443 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 · EIN 38-2340348 | Brokerage Fees | $8,685 |
Service code 99 · EIN 47-3668743 | Other Fees | $5,610 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. Service code 33 · EIN 94-1737782 | Securities brokerage | $5,177 |
MZ KARK & ASSOCIATES2 years Service code 71 · EIN 84-0841824 | Brokerage Fees | $4,293 |
PHYSICIAN WEALTH SOLUTIONS7 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $1,908 |
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 | $100,178 | $73,283+36.7% | $155,509-35.6% | $106,382-5.8% |
| Participation rate | 93.0% | 73.3%+19.8pp | 78.2%+14.8pp | 69.9%+23.2pp |
| Annual return | 15.26% | 15.77%-0.5pp | 64.67%-49.4pp | 17.37%-2.1pp |
| Employer contribution / active EE | $4,390 | $2,247+95.3% | $4,672-6.0% | $3,364+30.5% |
| Participant deferral / active EE | $6,202 | $4,580+35.4% | $5,626+10.2% | $5,569+11.4% |
| Admin fee / account holder | $72 | $56+28.0% | $15,912-99.5% | $79-9.3% |