Filed December 22, 1997
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 | $45,255 |
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 WEST JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $25,666 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,566 | $92,971-70.3% | $96,683-71.5% | $74,419-63.0% |
| Participation rate | 90.4% | 71.5%+18.9pp | 74.3%+16.1pp | 70.7%+19.7pp |
| Annual return | 19.64% | 37.49%-17.8pp | 35.69%-16.1pp | 34.38%-14.7pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,521 | $3,970+13.9% | $4,878-7.3% | $4,528-0.1% |
| Admin fee / account holder | $133 | $633-78.9% | $6,730-98.0% | $348-61.7% |