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 | $885,504 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $102,070 |
SEK CPAS AND ADVISORS1 year Filed as: SEK, CPAS & ADVISORS Service code 10 · EIN 52-0783935 | Accounting | $23,400 |
MZ KARK & ASSOCIATES2 years Filed as: M Z KARK & ASSOCIATES INC Service code 71 · EIN 84-0841824 | Brokerage Fees | $11,587 |
PHYSICIAN WEALTH SOLUTIONS5 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $5,032 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 · EIN 38-2340348 | Brokerage Fees | $1,517 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,310 |
SHARIAPORTFOLIO INC5 years Service code 71 · EIN 47-2224652 | Brokerage Fees | $1,118 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 27 · EIN 06-0566090 | Advisory (Plan) | $720 |
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 | $69,376 | $83,057-16.5% | $143,757-51.7% | $89,394-22.4% |
| Participation rate | 94.8% | 74.0%+20.8pp | 80.3%+14.5pp | 71.3%+23.5pp |
| Annual return | -16.40% | -13.97%-2.4pp | -0.04%-16.4pp | -11.89%-4.5pp |
| Employer contribution / active EE | $4,110 | $2,095+96.2% | $4,951-17.0% | $3,022+36.0% |
| Participant deferral / active EE | $5,673 | $4,281+32.5% | $5,637+0.6% | $5,123+10.7% |
| Admin fee / account holder | $38 | $83-54.8% | $14,673-99.7% | $79-52.8% |