Filed August 14, 2009 (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 ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,427 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $35,220 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $9,090 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,063 | $65,908-25.6% | $81,812-40.0% | $77,643-36.8% |
| Participation rate | 50.5% | 65.8%-15.3pp | 72.3%-21.9pp | 70.6%-20.1pp |
| Annual return | 15.31% | 26.64%-11.3pp | 773.79%-758.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $324 | $2,370-86.3% | $2,912-88.9% | $2,726-88.1% |
| Participant deferral / active EE | $3,136 | $3,505-10.5% | $4,319-27.4% | $4,647-32.5% |
| Admin fee / account holder | $233 | $526-55.8% | $7,386-96.8% | $430-45.9% |