Filed October 18, 2004
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,643 |
THE LAMPO GROUP, INC.6 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 99 1011 REAMS FLEMING BLVD · FRANKLIN, TN 37064 | Other Fees | $26,350 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $24,012 |
PBMARES, LLP2 years Service code 13 701 TOWN CENTER DRIVE SUITE 500 · NEWPORT NEWS, VA 23606 | Contract Administrator | $17,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,231 |
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 13 | Contract Administrator | $10,000 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET 23RD FLOOR · DENVER, CO 80202 | Other Fees | $8,711 |
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 | $29,505 | $65,908-55.2% | $81,812-63.9% | $77,643-62.0% |
| Participation rate | 99.8% | 65.8%+34.0pp | 72.3%+27.4pp | 70.6%+29.2pp |
| Annual return | 16.54% | 26.64%-10.1pp | 773.79%-757.2pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,612 | $2,370+10.2% | $2,912-10.3% | $2,726-4.2% |
| Participant deferral / active EE | $2,650 | $3,505-24.4% | $4,319-38.6% | $4,647-43.0% |
| Admin fee / account holder | $229 | $526-56.5% | $7,386-96.9% | $430-46.8% |