Filed April 2, 2010 (most recent of 2 filings on file)
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 7-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86,329 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $30,322 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,499 | $95,918+62.1% | $151,611+2.6% | $77,904+99.6% |
| Participation rate | 99.0% | 88.7%+10.2pp | 87.5%+11.5pp | 73.7%+25.3pp |
| Annual return | -18.55% | -5.50%-13.1pp | 3.33%-21.9pp | 12.21%-30.8pp |
| Employer contribution / active EE | $7,142 | $4,330+64.9% | $6,166+15.8% | $2,848+150.8% |
| Participant deferral / active EE | $10,228 | $7,508+36.2% | $8,363+22.3% | $4,806+112.8% |
| Admin fee / account holder | $71 | $93-23.9% | $11,616-99.4% | $133-46.4% |