Filed August 14, 2009 (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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,046 |
MMA SECURITIES LLC4 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $49,987 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,698 | $106,236-38.2% | $112,228-41.5% | $64,808+1.4% |
| Participation rate | 76.8% | 71.7%+5.1pp | 75.1%+1.7pp | 71.5%+5.3pp |
| Annual return | -14.92% | -6.02%-8.9pp | 27.45%-42.4pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,135 | $3,166-32.6% | $3,635-41.3% | $2,506-14.8% |
| Participant deferral / active EE | $5,095 | $3,785+34.6% | $4,728+7.8% | $4,310+18.2% |
| Admin fee / account holder | $162 | $452-64.0% | $6,410-97.5% | $188-13.5% |