Filed June 6, 2008 (most recent of 19 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,206,632 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 33-1498605 | Accounting | $105,547 |
Filed as: WILLIS TOWERS WATSON MIDWEST INC Service code 13 233 S WACKER DR STE 1800 · CHICAGO, IL 60606 | Contract Administrator | $70,448 |
MERCER1 year Filed as: MERCER (US) INC Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $50,229 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $24,720 |
THOMPSON COBURN LLP2 years Service code 29 ONE US BANK PLAZA · ST LOUIS, MO 63101 | Legal | $22,079 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $85,865 | $178,759-52.0% | $102,423-16.2% | $106,382-19.3% |
| Participation rate | 82.3% | 91.3%-9.0pp | 76.5%+5.8pp | 69.9%+12.4pp |
| Annual return | 24.68% | 17.23%+7.5pp | 29.32%-4.6pp | 17.37%+7.3pp |
| Employer contribution / active EE | $4,939 | $5,750-14.1% | $3,023+63.4% | $3,364+46.8% |
| Participant deferral / active EE | $4,167 | $9,466-56.0% | $5,053-17.5% | $5,569-25.2% |
| Admin fee / account holder | $75 | $62+20.7% | $9,451-99.2% | $79-5.4% |