Filed January 5, 1996
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: JOHN MASON Service code 16 4697 AUTUMN GLORY WAY · CHANTILLY, VA 20151 | Consulting | $25,391 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,008 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,501 | $80,753-27.6% | $136,294-57.1% | $62,292-6.1% |
| Participation rate | 54.8% | 73.5%-18.7pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 14.19% | 35.83%-21.6pp | 5155.94%-5141.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $913 | $2,884-68.3% | $4,695-80.6% | $2,042-55.3% |
| Participant deferral / active EE | $3,822 | $5,164-26.0% | $6,247-38.8% | $3,169+20.6% |
| Admin fee / account holder | $193 | $525-63.3% | $9,243-97.9% | $479-59.7% |