Filed December 15, 2011
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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,925 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $19,290 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $10,180 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54 |
REDPATH AND COMPANY4 years Filed as: REDPATH AND COMPANY LTD Service code 10 4810 WHITE BEAR PARKWAY · WHITE BEAR LAKE, MN 55110 | Accounting | $0 |
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 | $29,012 | $64,119-54.8% | $112,228-74.1% | $66,914-56.6% |
| Participation rate | 92.2% | 68.5%+23.8pp | 75.1%+17.2pp | 69.8%+22.4pp |
| Annual return | -16.16% | -13.81%-2.4pp | 27.45%-43.6pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,593 | $3,005-47.0% | $3,635-56.2% | $2,544-37.4% |
| Participant deferral / active EE | $3,354 | $3,693-9.2% | $4,728-29.1% | $4,237-20.8% |
| Admin fee / account holder | $194 | $625-69.0% | $6,410-97.0% | $593-67.3% |