Filed June 21, 2006
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 9-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 | $205,532 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 99 1500 SUNDAY DR STE 300 · RALEIGH, NC 27607 | Other Fees | $26,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,272 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS INC Service code 99 15720 BRIXHAM HILL AVE STE 300 · CHARLOTTE, NC 28277 | Other Fees | $7,500 |
THE CARLYLE GROUP3 years Filed as: WOMBLE CARLYLE SANDRIDGE & RICE PLL Service code 99 ONE W FOURTH ST · WINSTON-SALEM, NC 27101 | Other Fees | $4,246 |
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.
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 | $19,335 | $53,136-63.6% | $155,509-87.6% | $199,593-90.3% |
| Participation rate | 27.0% | 64.1%-37.1pp | 78.2%-51.2pp | 72.0%-45.0pp |
| Annual return | 9.85% | 41.15%-31.3pp | 64.67%-54.8pp | 34.25%-24.4pp |
| Employer contribution / active EE | $125 | $1,851-93.3% | $4,672-97.3% | $3,034-95.9% |
| Participant deferral / active EE | $902 | $3,161-71.5% | $5,626-84.0% | $5,087-82.3% |
| Admin fee / account holder | $109 | $185-41.1% | $15,912-99.3% | $269-59.4% |