Filed January 15, 1994
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 |
|---|---|---|
UHY LLP4 years Service code 10 12 GREENWAY PLAZA, SUITE 1202 · HOUSTON, TX 77046 | Accounting | $23,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,563 |
POINTOAK RETIREMENT ADVISORS2 years Filed as: POINTOAK RETIREMENT ADVISORS LLC Service code 27 1751 PINNACLE DR STE 600 · MCLEAN, VA 22102 | Advisory (Plan) | $12,733 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $259 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,172 | $82,664-57.5% | $125,339-71.9% | $68,494-48.6% |
| Participation rate | 79.7% | 75.0%+4.7pp | 82.4%-2.7pp | 67.9%+11.8pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $145 | $3,381-95.7% | $4,814-97.0% | $2,596-94.4% |
| Participant deferral / active EE | $5,329 | $6,110-12.8% | $7,446-28.4% | $4,027+32.3% |
| Admin fee / account holder | $387 | $6,275-93.8% | $10,010-96.1% | $5,403-92.8% |