Filed January 6, 2006
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 LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $112,211 |
SHERIDAN ROAD ADVISORS LLC4 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $57,202 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,642 | $26,906+21.3% | $61,373-46.8% | $77,904-58.1% |
| Participation rate | 23.2% | 33.4%-10.2pp | 52.6%-29.4pp | 73.7%-50.5pp |
| Annual return | -16.95% | -14.46%-2.5pp | 338.61%-355.6pp | 12.21%-29.2pp |
| Employer contribution / active EE | $93 | $521-82.2% | $1,159-92.0% | $2,848-96.8% |
| Participant deferral / active EE | $1,022 | $1,180-13.4% | $2,125-51.9% | $4,806-78.7% |
| Admin fee / account holder | $126 | $117+7.9% | $2,130-94.1% | $133-4.8% |