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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,312 |
US BANCORP INVESTMENTS INC9+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $14,862 |
RSM US LLP8+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $13,125 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $7,413 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $4,630 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,967 |
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 | $84,402 | $99,078-14.8% | $96,544-12.6% | $74,419+13.4% |
| Participation rate | 64.5% | 80.7%-16.2pp | 76.0%-11.5pp | 70.7%-6.2pp |
| Annual return | 15.18% | 22.48%-7.3pp | 25.84%-10.7pp | 34.38%-19.2pp |
| Employer contribution / active EE | $991 | $2,570-61.4% | $2,965-66.6% | $2,637-62.4% |
| Participant deferral / active EE | $2,739 | $4,933-44.5% | $4,851-43.5% | $4,528-39.5% |
| Admin fee / account holder | $229 | $225+1.8% | $8,252-97.2% | $348-34.2% |