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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $278,836 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,303 |
TORRILLO & ASSOCIATES, LLC8 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $25,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,287 | $48,698+21.7% | $93,606-36.7% | $199,593-70.3% |
| Participation rate | 94.6% | 63.5%+31.1pp | 68.7%+25.9pp | 72.0%+22.6pp |
| Annual return | 12.27% | 15.34%-3.1pp | 133.20%-120.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $1,355 | $1,135+19.4% | $2,420-44.0% | $3,034-55.3% |
| Participant deferral / active EE | $4,722 | $2,817+67.6% | $4,411+7.0% | $5,087-7.2% |
| Admin fee / account holder | $171 | $195-12.3% | $8,285-97.9% | $269-36.3% |