Filed August 4, 2015
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 |
|---|---|---|
MMA SECURITIES LLC5 years Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $25,000 |
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCK PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $10,550 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,649 | $79,184+27.1% | $102,438-1.7% | $74,546+35.0% |
| Participation rate | 98.0% | 74.8%+23.2pp | 76.5%+21.5pp | 67.2%+30.8pp |
| Annual return | 12.52% | 54.95%-42.4pp | 29.37%-16.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $3,334 | $2,362+41.1% | $3,024+10.2% | $2,624+27.0% |
| Participant deferral / active EE | $8,253 | $4,414+86.9% | $5,054+63.3% | $4,347+89.8% |
| Admin fee / account holder | $292 | $2,001-85.4% | $9,448-96.9% | $1,944-85.0% |