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 | $43,188 |
ERP RETIREMENT SERVICES3 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 135 PINELAWN RD, STE 240 N · MELVILLE, NY 11747 | Contract Administrator | $29,790 |
Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $28,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,840 |
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 | $46,345 | $117,025-60.4% | $91,541-49.4% | $85,563-45.8% |
| Participation rate | 95.0% | 64.2%+30.7pp | 69.8%+25.2pp | 66.0%+29.0pp |
| Annual return | 89.82% | 18.02%+71.8pp | 20.50%+69.3pp | 31.51%+58.3pp |
| Employer contribution / active EE | $1,324 | $2,120-37.6% | $2,505-47.1% | $2,654-50.1% |
| Participant deferral / active EE | $4,345 | $3,446+26.1% | $4,008+8.4% | $4,375-0.7% |
| Admin fee / account holder | $233 | $1,242-81.3% | $6,956-96.7% | $834-72.1% |