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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,782 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $50,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $800 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $60,954 | $92,971-34.4% | $96,683-37.0% | $74,419-18.1% |
| Participation rate | 80.3% | 71.5%+8.8pp | 74.3%+6.0pp | 70.7%+9.6pp |
| Annual return | 18.08% | 37.49%-19.4pp | 35.69%-17.6pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,136 | $3,426-37.6% | $3,737-42.8% | $2,637-19.0% |
| Participant deferral / active EE | $5,212 | $3,970+31.3% | $4,878+6.8% | $4,528+15.1% |
| Admin fee / account holder | $127 | $633-80.0% | $6,730-98.1% | $348-63.6% |