Filed March 11, 2011
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: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $20,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,131 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,646 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,268 | $74,024-1.0% | $77,999-6.1% | $57,658+27.1% |
| Participation rate | 87.2% | 79.7%+7.4pp | 75.5%+11.7pp | 70.2%+17.0pp |
| Annual return | 4.66% | 12.14%-7.5pp | 425.96%-421.3pp | 5.13%-0.5pp |
| Employer contribution / active EE | $2,081 | $2,365-12.0% | $2,470-15.8% | $1,974+5.4% |
| Participant deferral / active EE | $3,808 | $3,533+7.8% | $3,497+8.9% | $3,061+24.4% |
| Admin fee / account holder | $35 | $93-62.0% | $5,480-99.4% | $95-62.5% |