Filed May 15, 2013
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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,564,355 |
MERCER1 year Filed as: MERCER (US) INC Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $175,000 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 27 1208 LOYOLA DRIVE · LIBERTYVILLE, IL 60048 | Advisory (Plan) | $22,975 |
WALTERS & SKLYAR LLP8 years Service code 10 21031 VENTURA BLVD STE 401 · WOODLAND HILLS, CA 91364 | Accounting | $22,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 13 · EIN 06-1050034 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Contract Administrator | $9,726 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $9,304 | $73,283-87.3% | $155,509-94.0% | $106,382-91.3% |
| Participation rate | 91.2% | 73.3%+17.9pp | 78.2%+13.0pp | 69.9%+21.3pp |
| Annual return | 26.65% | 15.77%+10.9pp | 64.67%-38.0pp | 17.37%+9.3pp |
| Employer contribution / active EE | $154 | $2,247-93.2% | $4,672-96.7% | $3,364-95.4% |
| Participant deferral / active EE | $1,919 | $4,580-58.1% | $5,626-65.9% | $5,569-65.5% |
| Admin fee / account holder | $48 | $56-14.9% | $15,912-99.7% | $79-39.7% |