Filed September 9, 2010
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 6-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 | $123,084 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $103,888 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96,812 |
METZ & ASSOCIATES PLLC3 years Service code 10 9201 N 25TH AVE STE 170 · PHOENIX, AZ 85021 | Accounting | $10,000 |
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 | $61,160 | $115,744-47.2% | $100,383-39.1% | $199,768-69.4% |
| Participation rate | 96.2% | 85.7%+10.5pp | 81.5%+14.7pp | 72.0%+24.2pp |
| Annual return | 15.53% | 17.79%-2.3pp | 49.26%-33.7pp | 34.26%-18.7pp |
| Employer contribution / active EE | $4,323 | $3,657+18.2% | $3,944+9.6% | $3,037+42.4% |
| Participant deferral / active EE | $7,948 | $9,844-19.3% | $8,086-1.7% | $5,090+56.2% |
| Admin fee / account holder | $213 | $93+128.9% | $7,900-97.3% | $269-21.0% |