Filed February 7, 2012
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,041 |
AURUM WEALTH MANAGEMENT GROUP3+ years Service code 27 6685 BETA DR · MAYFIELD VILLAGE, OH 44143 | Advisory (Plan) | $22,726 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,117 |
DAVENPORT HANF & COMPANY LLC3+ years Filed as: DAVENPORT, HANF & COMPANY LLC Service code 10 28276 KENSINGTON LANE · PERRYSBURG, OH 43551 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,725 | $64,909+38.2% | $82,313+9.0% | $62,292+44.0% |
| Participation rate | 85.6% | 74.9%+10.8pp | 76.9%+8.7pp | 69.5%+16.1pp |
| Annual return | 14.18% | 21.18%-7.0pp | 25.88%-11.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,029 | $1,676+21.0% | $2,428-16.5% | $2,042-0.7% |
| Participant deferral / active EE | $5,167 | $3,103+66.5% | $3,706+39.4% | $3,169+63.0% |
| Admin fee / account holder | $463 | $440+5.4% | $5,608-91.7% | $479-3.4% |