Filed June 29, 2010 (most recent of 2 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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $189,177 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $85,233 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 875 THIRD AVE · NEW YORK, NY 10022 | Advisory (Plan) | $45,000 |
GRANT THORNTON LLP8+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $44,625 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW SUITE 1200 · WASHINGTON, DC 20006 | Legal | $32,866 |
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 | $200,936 | $130,655+53.8% | $93,789+114.2% | $64,808+210.0% |
| Participation rate | 99.0% | 84.9%+14.1pp | 81.0%+18.0pp | 71.5%+27.5pp |
| Annual return | -13.40% | -14.04%+0.6pp | -11.33%-2.1pp | 32.82%-46.2pp |
| Employer contribution / active EE | $7,780 | $5,594+39.1% | $4,323+80.0% | $2,506+210.5% |
| Participant deferral / active EE | $9,963 | $8,067+23.5% | $6,094+63.5% | $4,310+131.1% |
| Admin fee / account holder | $286 | $140+103.6% | $7,195-96.0% | $188+52.0% |