Filed December 15, 2006 (most recent of 5 filings on file)
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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $330,907 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS INC Service code 28 PO BOX 735399 · DALLAS, TX 753735399 | Investment Management | $50,609 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $16,540 |
Filed as: CHARLES SCHWAB CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage | $615 |
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 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 | $86,808 | $57,610+50.7% | $154,803-43.9% | $102,872-15.6% |
| Participation rate | 58.3% | 59.5%-1.2pp | 78.1%-19.8pp | 73.0%-14.7pp |
| Annual return | 13.44% | 30.49%-17.0pp | 58.88%-45.4pp | 19.06%-5.6pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $4,814 | $2,914+65.2% | $5,540-13.1% | $5,535-13.0% |
| Admin fee / account holder | $109 | $368-70.4% | $14,329-99.2% | $292-62.7% |