Filed March 27, 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 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 | $192,741 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $56,441 |
WINDES, INC.1 year Filed as: WINDES INC Service code 99 111 W OCEAN BLVD 22ND FL · LONG BEACH, CA 90802 | Other Fees | $23,000 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $20,139 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,996 | $112,623-52.1% | $106,213-49.2% | $199,593-72.9% |
| Participation rate | 97.1% | 86.2%+10.9pp | 75.3%+21.9pp | 72.0%+25.2pp |
| Annual return | 12.43% | 15.57%-3.1pp | 116.14%-103.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,775 | $4,575-61.2% | $3,171-44.0% | $3,034-41.5% |
| Participant deferral / active EE | $5,835 | $6,659-12.4% | $5,016+16.3% | $5,087+14.7% |
| Admin fee / account holder | $181 | $107+68.9% | $11,033-98.4% | $269-32.8% |