Filed December 30, 1992
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 |
|---|---|---|
BDO USA, LLP3 years Filed as: BDO USA, PC Service code 13 · EIN 13-5381590 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $18,820 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,908 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,376 |
SMITH LEONARD PLLC1 year Service code 10 4035 PREMIER DR STE 300 · HIGHPOINT, NC 27265 | Accounting | $2,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $86,468 | $56,767+52.3% | $101,794-15.1% | $85,563+1.1% |
| Participation rate | 28.8% | 57.6%-28.8pp | 69.2%-40.4pp | 66.0%-37.2pp |
| Annual return | 11.53% | 17.76%-6.2pp | 30.53%-19.0pp | 31.51%-20.0pp |
| Employer contribution / active EE | $174 | $1,112-84.3% | $2,289-92.4% | $2,654-93.4% |
| Participant deferral / active EE | $1,728 | $2,720-36.5% | $4,084-57.7% | $4,375-60.5% |
| Admin fee / account holder | $271 | $1,098-75.3% | $8,777-96.9% | $834-67.5% |