Filed August 5, 1991
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 | $397,615 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $63,189 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 99 PO BOX 4500 UNIT 38 · PORTLAND, OR 97208 | Other Fees | $50,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $240,772 | $182,927+31.6% | $200,582+20.0% | $117,739+104.5% |
| Participation rate | 97.4% | 92.5%+5.0pp | 86.9%+10.6pp | 76.6%+20.8pp |
| Annual return | 16.06% | 15.76%+0.3pp | 42.33%-26.3pp | 17.29%-1.2pp |
| Employer contribution / active EE | $1,663 | $5,985-72.2% | $6,419-74.1% | $3,746-55.6% |
| Participant deferral / active EE | $17,046 | $9,711+75.5% | $9,331+82.7% | $6,128+178.2% |
| Admin fee / account holder | $46 | $95-51.1% | $16,305-99.7% | $112-58.5% |