Filed May 15, 2013
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 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $205,737 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $90,000 |
Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $40,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $154 |
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 | $104,977 | $112,623-6.8% | $106,213-1.2% | $199,593-47.4% |
| Participation rate | 99.6% | 86.2%+13.3pp | 75.3%+24.3pp | 72.0%+27.6pp |
| Annual return | 14.67% | 15.57%-0.9pp | 116.14%-101.5pp | 34.25%-19.6pp |
| Employer contribution / active EE | $3,334 | $4,575-27.1% | $3,171+5.1% | $3,034+9.9% |
| Participant deferral / active EE | $9,383 | $6,659+40.9% | $5,016+87.1% | $5,087+84.5% |
| Admin fee / account holder | $63 | $107-41.1% | $11,033-99.4% | $269-76.6% |