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 | $1,253,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $175,415 |
Service code 16 2451 CUMBERLAND PKWY SE, #3608 · ATLANTA, GA 30339 | Consulting | $112,200 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $21,915 |
MZ KARK & ASSOCIATES1 year Service code 71 · EIN 84-0841824 | Brokerage Fees | $10,385 |
PHYSICIAN WEALTH SOLUTIONS6 years Service code 71 · EIN 46-3705575 | Brokerage Fees | $5,017 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 71 · EIN 38-2340348 | Brokerage Fees | $1,772 |
SHARIAPORTFOLIO INC1 year Filed as: SHARAPORTFOLIO, INC. Service code 71 · EIN 47-2224652 | Brokerage Fees | $1,583 |
TD AMERITRADE, INC.9+ years Service code 33 · EIN 82-0543156 | Securities brokerage | $1,010 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 26 · EIN 06-0566090 | Advisory (Participants) | $698 |
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 | $84,411 | $68,330+23.5% | $149,673-43.6% | $96,393-12.4% |
| Participation rate | 93.2% | 74.6%+18.6pp | 78.8%+14.4pp | 71.3%+21.9pp |
| Annual return | 19.11% | 29.64%-10.5pp | 134.42%-115.3pp | 22.88%-3.8pp |
| Employer contribution / active EE | $4,148 | $2,139+93.9% | $4,818-13.9% | $3,238+28.1% |
| Participant deferral / active EE | $5,805 | $4,422+31.3% | $5,680+2.2% | $5,455+6.4% |
| Admin fee / account holder | $59 | $52+13.8% | $13,210-99.6% | $74-19.9% |