Filed December 30, 2004
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,433 |
COMPLIANCE VERIFICATION1 year Filed as: COMPLIANCE ADMINISTRATION DBA Service code 99 4639 CORONA DR STE 65 · CORPUS CHRISTI, TX 78411 | Other Fees | $22,609 |
REDWOOD PENSIONS, LLC3 years Filed as: REDWOOD PRIVATE WEALTH, LLC Service code 27 3930 E RAY RD STE 155 · PHOENIX, AZ 85044 | Advisory (Plan) | $20,842 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,916 |
JMJRG INC1 year Service code 27 4639 CORONA DR STE 26 · CORPUS CHRISTI, TX 78411 | Advisory (Plan) | $4,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,636 | $29,548-43.7% | $56,411-70.5% | $77,643-78.6% |
| Participation rate | 71.9% | 32.7%+39.2pp | 52.5%+19.4pp | 70.6%+1.3pp |
| Annual return | 14.47% | 19.01%-4.5pp | 1701.33%-1686.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $691 | $568+21.8% | $1,039-33.4% | $2,726-74.6% |
| Participant deferral / active EE | $1,841 | $1,061+73.6% | $1,952-5.7% | $4,647-60.4% |
| Admin fee / account holder | $178 | $1,046-83.0% | $2,829-93.7% | $430-58.7% |