Filed June 24, 2002
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 | $89,137 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,631 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,527 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $13,650 |
Filed as: QDRO CONSULTANTS CO LLC Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $300 |
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 | $107,710 | $104,631+2.9% | $98,439+9.4% | $80,160+34.4% |
| Participation rate | 98.4% | 87.5%+10.8pp | 75.2%+23.2pp | 72.9%+25.4pp |
| Annual return | 17.04% | 34.72%-17.7pp | 21.16%-4.1pp | 40.38%-23.3pp |
| Employer contribution / active EE | $4,347 | $4,517-3.8% | $3,048+42.6% | $2,978+46.0% |
| Participant deferral / active EE | $6,025 | $6,545-8.0% | $4,738+27.2% | $5,017+20.1% |
| Admin fee / account holder | $105 | $105+0.5% | $8,948-98.8% | $145-27.3% |