Filed May 24, 2001
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 | $223,506 |
CALLAN LLC1 year Filed as: CALLAN HOLDINGS INC DBA CALLAN LLC Service code 27 315 MONTGOMERY ST · SAN FRANSCISCO, CA 94104 | Advisory (Plan) | $209,064 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,122 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $17,500 |
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 | $144,433 | $112,623+28.2% | $106,213+36.0% | $199,593-27.6% |
| Participation rate | 97.5% | 86.2%+11.2pp | 75.3%+22.2pp | 72.0%+25.5pp |
| Annual return | 12.04% | 15.57%-3.5pp | 116.14%-104.1pp | 34.25%-22.2pp |
| Employer contribution / active EE | $3,421 | $4,575-25.2% | $3,171+7.9% | $3,034+12.7% |
| Participant deferral / active EE | $7,374 | $6,659+10.7% | $5,016+47.0% | $5,087+45.0% |
| Admin fee / account holder | $208 | $107+94.5% | $11,033-98.1% | $269-22.6% |