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 |
|---|---|---|
IMA WEALTH INC3 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $58,480 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,259 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,268 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 49 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,054 | $95,274-67.4% | $135,903-77.2% | $74,419-58.3% |
| Participation rate | 97.0% | 78.2%+18.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 19.32% | 32.77%-13.4pp | 68.23%-48.9pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,546 | $3,874-34.3% | $4,856-47.6% | $2,637-3.5% |
| Participant deferral / active EE | $4,464 | $7,782-42.6% | $7,758-42.5% | $4,528-1.4% |
| Admin fee / account holder | $154 | $266-42.1% | $10,762-98.6% | $348-55.7% |