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 | $98,731 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $79,987 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,993 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,253 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $240,682 | $92,055+161.5% | $106,213+126.6% | $77,643+210.0% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 14.25% | 17.91%-3.7pp | 116.14%-101.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $12,455 | $3,367+269.9% | $3,171+292.7% | $2,726+356.9% |
| Participant deferral / active EE | $10,194 | $5,386+89.3% | $5,016+103.2% | $4,647+119.4% |
| Admin fee / account holder | $359 | $219+63.9% | $11,033-96.7% | $430-16.6% |