Filed May 10, 2005 (most recent of 3 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 5-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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $350,863 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $52,500 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $23,100 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 PO BOX 730182 · DALLAS, TX 75373 | Advisory (Plan) | $17,500 |
EBERTS & HARRISON1 year Filed as: EBERTS & HARRISON INC Service code 23 911 RIDGEBROOK RD · SPARKS, MD 21152 | Insurance services; Other fees | $15,500 |
Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 PO BOX 930930 · ATLANTA, GA 31193 | Legal | $11,615 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,838 | $96,188-74.2% | $75,972-67.3% | $99,062-74.9% |
| Participation rate | 86.0% | 72.7%+13.3pp | 69.1%+17.0pp | 71.6%+14.4pp |
| Annual return | 12.84% | 16.48%-3.6pp | 359.55%-346.7pp | 17.66%-4.8pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $2,685-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $4,857 | $4,842+0.3% | $4,255+14.1% | $5,331-8.9% |
| Admin fee / account holder | $105 | $87+19.7% | $6,467-98.4% | $109-4.1% |