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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,787 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $67,122 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,908 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage | $464 |
Filed as: CHARLES SCHWAB Service code 33 | Securities brokerage | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,664 | $84,784+148.5% | $98,439+114.0% | $74,419+183.1% |
| Participation rate | 99.0% | 81.5%+17.5pp | 75.2%+23.8pp | 70.7%+28.3pp |
| Annual return | 16.53% | 20.59%-4.1pp | 21.16%-4.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $18,259 | $3,364+442.7% | $3,048+499.0% | $2,637+592.3% |
| Participant deferral / active EE | $11,376 | $5,218+118.0% | $4,738+140.1% | $4,528+151.2% |
| Admin fee / account holder | $305 | $204+49.3% | $8,948-96.6% | $348-12.2% |