Filed November 10, 2014
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 | $202,551 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS LL Service code 27 · EIN 13-4071393 | Advisory (Plan) | $87,165 |
WEB401K.COM, INC.6 years Filed as: WEB401K Service code 13 13 ROSZEL RD STE C224 · PRINCETON, NJ 08540 | Contract Administrator | $18,500 |
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 | $105,606 | $160,882-34.4% | $200,582-47.4% | $102,872+2.7% |
| Participation rate | 98.1% | 91.2%+6.9pp | 86.9%+11.2pp | 73.0%+25.0pp |
| Annual return | 16.99% | 18.15%-1.2pp | 42.33%-25.3pp | 19.06%-2.1pp |
| Employer contribution / active EE | $4,865 | $5,602-13.2% | $6,419-24.2% | $3,526+37.9% |
| Participant deferral / active EE | $8,253 | $9,300-11.3% | $9,331-11.6% | $5,535+49.1% |
| Admin fee / account holder | $107 | $125-14.4% | $16,305-99.3% | $292-63.5% |