Filed October 15, 1993
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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $28,845 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,911 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,686 | $56,503-19.1% | $70,092-34.8% | $64,808-29.5% |
| Participation rate | 30.9% | 70.5%-39.6pp | 70.5%-39.6pp | 71.5%-40.5pp |
| Annual return | -15.53% | -13.44%-2.1pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $338 | $2,046-83.5% | $2,559-86.8% | $2,506-86.5% |
| Participant deferral / active EE | $1,474 | $3,389-56.5% | $3,849-61.7% | $4,310-65.8% |
| Admin fee / account holder | $210 | $160+30.8% | $6,267-96.7% | $188+11.7% |