Filed November 9, 2005
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 · EIN 84-0467907 | Recordkeeping | $1,023,447 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $447,783 |
WARNER NORCROSS & JUDD LLP10+ years Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $68,073 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $7,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $151,104 | $57,150+164.4% | $93,606+61.4% | $106,382+42.0% |
| Participation rate | 99.0% | 49.1%+49.9pp | 68.7%+30.3pp | 69.9%+29.2pp |
| Annual return | 12.65% | 15.81%-3.2pp | 133.20%-120.5pp | 17.37%-4.7pp |
| Employer contribution / active EE | $5,275 | $1,015+419.7% | $2,420+118.0% | $3,364+56.8% |
| Participant deferral / active EE | $6,453 | $1,853+248.3% | $4,411+46.3% | $5,569+15.9% |
| Admin fee / account holder | $94 | $64+46.6% | $8,285-98.9% | $79+19.1% |