Filed February 21, 2006 (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 ADVISORY Service code 27 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $322,491 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,700 |
Filed as: ASSOCIATED TRUST COMPANY, N/A. Service code 17 · EIN 30-0219031 | Pension Consulting | $116,830 |
RIDGEWORTH5 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $113 |
Service code 28 · EIN 11-2418191 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,770 | $59,339+51.3% | $149,673-40.0% | $103,482-13.3% |
| Participation rate | 98.9% | 70.2%+28.7pp | 78.8%+20.2pp | 73.3%+25.7pp |
| Annual return | 15.16% | 77.78%-62.6pp | 134.42%-119.3pp | 33.11%-18.0pp |
| Employer contribution / active EE | $4,120 | $2,178+89.2% | $4,818-14.5% | $3,208+28.5% |
| Participant deferral / active EE | $7,186 | $3,716+93.4% | $5,680+26.5% | $5,207+38.0% |
| Admin fee / account holder | $87 | $103-15.2% | $13,210-99.3% | $114-23.5% |