Filed April 18, 2014 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $172,706 |
Filed as: UNITED BANK Service code 25 2071 CHAIN BRIDGE RD · VIENNA, VA 22812 | Directed Trustee | $57,598 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $38,789 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,008 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,311 | $112,686-27.0% | $169,993-51.6% | $80,160+2.7% |
| Participation rate | 75.2% | 87.4%-12.2pp | 87.0%-11.8pp | 72.9%+2.3pp |
| Annual return | 11.69% | 67.04%-55.3pp | 53.37%-41.7pp | 40.38%-28.7pp |
| Employer contribution / active EE | $2,984 | $4,481-33.4% | $6,785-56.0% | $2,978+0.2% |
| Participant deferral / active EE | $5,010 | $7,876-36.4% | $10,408-51.9% | $5,017-0.1% |
| Admin fee / account holder | $102 | $99+2.9% | $12,815-99.2% | $145-29.6% |