Filed August 23, 2002
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 | $29,121 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $22,688 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $1,716 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,884 | $56,638+39.3% | $169,368-53.4% | $74,419+6.0% |
| Participation rate | 98.4% | 67.5%+30.9pp | 77.1%+21.3pp | 70.7%+27.7pp |
| Annual return | 16.47% | 24.75%-8.3pp | 405.60%-389.1pp | 34.38%-17.9pp |
| Employer contribution / active EE | $5,336 | $2,027+163.3% | $4,013+33.0% | $2,637+102.3% |
| Participant deferral / active EE | $9,504 | $4,223+125.1% | $6,221+52.8% | $4,528+109.9% |
| Admin fee / account holder | $144 | $307-52.9% | $9,003-98.4% | $348-58.5% |