Filed June 26, 2008
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 | $37,339 |
US BANCORP INVESTMENTS INC8+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $13,921 |
RSM US LLP7+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,500 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,368 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 99 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Fees | $5,526 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,186 | $72,254-13.9% | $86,677-28.3% | $64,808-4.0% |
| Participation rate | 63.8% | 80.4%-16.6pp | 76.6%-12.8pp | 71.5%-7.6pp |
| Annual return | -12.46% | 392.42%-404.9pp | 35.91%-48.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $965 | $2,393-59.7% | $2,836-66.0% | $2,506-61.5% |
| Participant deferral / active EE | $2,736 | $4,658-41.3% | $4,656-41.2% | $4,310-36.5% |
| Admin fee / account holder | $163 | $174-6.3% | $7,493-97.8% | $188-13.2% |