Filed February 21, 2006 (most recent of 4 filings on file)
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,472,904 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,266,915 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $159,057 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $32,843 |
Filed as: WALLINGTON ASSET MANAGEMENT LLC Service code 26 · EIN 20-8246027 | Advisory (Participants) | $15,580 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Other investment fees and expenses; I... | $12,107 |
Filed as: HURLOW WEALTH MGMT GROUP INC. Service code 26 · EIN 36-4510648 | Advisory (Participants) | $11,102 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $8,400 |
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $5,108 |
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 | $63,796 | $83,057-23.2% | $143,757-55.6% | $89,394-28.6% |
| Participation rate | 96.3% | 74.0%+22.3pp | 80.3%+16.0pp | 71.3%+25.1pp |
| Annual return | 9.82% | -13.97%+23.8pp | -0.04%+9.9pp | -11.89%+21.7pp |
| Employer contribution / active EE | $3,028 | $2,095+44.6% | $4,951-38.8% | $3,022+0.2% |
| Participant deferral / active EE | $5,534 | $4,281+29.3% | $5,637-1.8% | $5,123+8.0% |
| Admin fee / account holder | $59 | $83-29.3% | $14,673-99.6% | $79-26.1% |