Filed November 7, 2007
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 | $70,815 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 135 PINELAWN RD, STE 240 N · MELVILLE, NY 11747 | Contract Administrator | $14,616 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $454 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $172 |
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 | $51,742 | $62,127-16.7% | $81,382-36.4% | $74,495-30.5% |
| Participation rate | 88.7% | 64.0%+24.7pp | 69.5%+19.3pp | 67.2%+21.5pp |
| Annual return | 21.02% | 16.48%+4.5pp | 24.73%-3.7pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $811 | $1,882-56.9% | $2,463-67.1% | $2,623-69.1% |
| Participant deferral / active EE | $3,433 | $3,229+6.3% | $3,883-11.6% | $4,346-21.0% |
| Admin fee / account holder | $105 | $1,934-94.6% | $5,768-98.2% | $1,942-94.6% |