Filed June 18, 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195,223 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $87,025 |
Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $46,000 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $12,003 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $7,502 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,093 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,431 | $38,833+42.7% | $78,778-29.6% | $77,958-28.9% |
| Participation rate | 81.0% | 60.9%+20.1pp | 69.2%+11.9pp | 71.6%+9.4pp |
| Annual return | 15.96% | 20.31%-4.3pp | 35.62%-19.7pp | 20.87%-4.9pp |
| Employer contribution / active EE | $1,044 | $840+24.4% | $1,986-47.4% | $2,310-54.8% |
| Participant deferral / active EE | $2,557 | $1,776+44.0% | $2,958-13.6% | $3,537-27.7% |
| Admin fee / account holder | $194 | $89+118.3% | $5,134-96.2% | $97+99.5% |