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 |
|---|---|---|
AURUM WEALTH MANAGEMENT GROUP4+ years Service code 27 6685 BETA DR · MAYFIELD VILLAGE, OH 44143 | Advisory (Plan) | $37,349 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,178 |
DAVENPORT HANF & COMPANY LLC4+ years Filed as: DAVENPORT, HANF & COMPANY LLC Service code 10 28276 KENSINGTON LANE · PERRYSBURG, OH 43551 | Accounting | $8,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $84,839 | $59,186+43.3% | $76,768+10.5% | $56,287+50.7% |
| Participation rate | 94.4% | 75.2%+19.2pp | 77.0%+17.4pp | 69.9%+24.6pp |
| Annual return | -5.83% | 6.62%-12.4pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,397 | $1,759+36.3% | $2,485-3.6% | $2,111+13.5% |
| Participant deferral / active EE | $6,219 | $3,255+91.1% | $3,852+61.5% | $3,350+85.7% |
| Admin fee / account holder | $359 | $489-26.5% | $6,675-94.6% | $521-31.0% |