Filed December 19, 2011
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 3-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,177 |
IVC WEALTH ADVISORS LLC2+ years Filed as: IVC WEALTH ADVISORS, LLC Service code 27 163 E. MAIN STREET · SILVERDALE, PA 18962 | Advisory (Plan) | $20,844 |
DELAWARE VALLEY RETIREMENT, INC.2+ years Service code 13 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Contract Administrator | $19,286 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,071 | $47,126-25.6% | $149,673-76.6% | $74,419-52.9% |
| Participation rate | 38.8% | 63.4%-24.6pp | 78.8%-40.0pp | 70.7%-31.9pp |
| Annual return | 16.93% | 22.75%-5.8pp | 134.42%-117.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $656 | $1,905-65.6% | $4,818-86.4% | $2,637-75.1% |
| Participant deferral / active EE | $1,539 | $2,728-43.6% | $5,680-72.9% | $4,528-66.0% |
| Admin fee / account holder | $235 | $343-31.5% | $13,210-98.2% | $348-32.5% |