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 ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,794,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $710,921 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 99 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Other Fees | $125,834 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $56,991 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $17,705 |
Filed as: HURLOW WEALTH MGMT GROUP INC. Service code 26 · EIN 36-4510648 | Advisory (Participants) | $11,308 |
Service code 26 · EIN 47-0988610 | Advisory (Participants) | $10,990 |
WALLINGTON ASSET MANAGEMENT2 years Filed as: WALLINGTON ASSET MANAGEMENT LLC Service code 26 · EIN 20-8246027 | Advisory (Participants) | $7,822 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $6,933 |
Service code 26 · EIN 46-3401360 | Advisory (Participants) | $5,995 |
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 | $75,263 | $68,330+10.1% | $149,673-49.7% | $96,393-21.9% |
| Participation rate | 96.8% | 74.6%+22.2pp | 78.8%+18.0pp | 71.3%+25.5pp |
| Annual return | 18.72% | 29.64%-10.9pp | 134.42%-115.7pp | 22.88%-4.2pp |
| Employer contribution / active EE | $2,992 | $2,139+39.9% | $4,818-37.9% | $3,238-7.6% |
| Participant deferral / active EE | $5,460 | $4,422+23.5% | $5,680-3.9% | $5,455+0.1% |
| Admin fee / account holder | $52 | $52+0.1% | $13,210-99.6% | $74-29.6% |