Filed June 9, 2010 (most recent of 2 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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $80,402 |
Filed as: MERRILL LYNCH SBP Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,636 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $37,385 |
CHARLES SCHWAB & CO., INC.5 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $486 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,301 | $81,908+137.2% | $90,749+114.1% | $64,808+199.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -16.65% | -12.53%-4.1pp | -12.16%-4.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $17,775 | $3,065+479.9% | $2,921+508.5% | $2,506+609.3% |
| Participant deferral / active EE | $9,620 | $4,840+98.7% | $4,564+110.8% | $4,310+123.2% |
| Admin fee / account holder | $338 | $157+114.9% | $8,445-96.0% | $188+79.9% |