Filed February 20, 2005
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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · DRESHER, PA 19025 | Contract Administrator | $2,325 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Investment Management | $2,073 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | -$700 |
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 | $230,433 | $99,016+132.7% | $93,789+145.7% | $66,914+244.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -17.94% | -14.59%-3.4pp | -11.33%-6.6pp | 1.58%-19.5pp |
| Employer contribution / active EE | $17,870 | $4,769+274.7% | $4,323+313.4% | $2,544+602.4% |
| Participant deferral / active EE | $10,106 | $6,689+51.1% | $6,094+65.8% | $4,237+138.5% |
| Admin fee / account holder | $11,004 | $477+2205.0% | $7,195+52.9% | $593+1754.9% |