Filed June 28, 1990 (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 |
|---|---|---|
THE ASCENT GROUP, LLC4 years Service code 27 · EIN 86-3001816 192 BALLARD CT STE 400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $50,448 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,360 | $122,239-35.1% | $184,203-56.9% | $74,495+6.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.81% | 19.95%-9.1pp | 28.81%-18.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,844 | $4,537-37.3% | $6,427-55.8% | $2,623+8.4% |
| Participant deferral / active EE | $5,032 | $7,139-29.5% | $9,131-44.9% | $4,346+15.8% |
| Admin fee / account holder | $463 | $1,260-63.3% | $13,901-96.7% | $1,942-76.2% |