Filed August 6, 2008
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 9-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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,186 |
Filed as: MMCSC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $22,969 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,844 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,764 | $73,102-57.9% | $123,544-75.1% | $56,287-45.3% |
| Participation rate | 94.9% | 74.3%+20.6pp | 82.3%+12.6pp | 69.9%+25.0pp |
| Annual return | 2.58% | 3.01%-0.4pp | 119.20%-116.6pp | -9.96%+12.5pp |
| Employer contribution / active EE | $2,758 | $2,977-7.4% | $4,628-40.4% | $2,111+30.6% |
| Participant deferral / active EE | $5,888 | $5,423+8.6% | $6,426-8.4% | $3,350+75.8% |
| Admin fee / account holder | $110 | $554-80.2% | $9,284-98.8% | $521-78.9% |