Filed October 28, 1998
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 | $209,471 |
Filed as: GREENSPRING ADVISORS LLC Service code 99 1 W PENNSYLVANIA AVE STE 500 · TOWSON, MD 212045052 | Other Fees | $40,600 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $25,434 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,017 | $112,623-45.8% | $106,213-42.6% | $199,593-69.4% |
| Participation rate | 92.1% | 86.2%+5.9pp | 75.3%+16.8pp | 72.0%+20.1pp |
| Annual return | 11.98% | 15.57%-3.6pp | 116.14%-104.2pp | 34.25%-22.3pp |
| Employer contribution / active EE | $3,921 | $4,575-14.3% | $3,171+23.6% | $3,034+29.2% |
| Participant deferral / active EE | $5,655 | $6,659-15.1% | $5,016+12.7% | $5,087+11.2% |
| Admin fee / account holder | $118 | $107+10.3% | $11,033-98.9% | $269-56.1% |