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 | $22,673 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,394 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,232 |
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 | $81,890 | $75,284+8.8% | $91,001-10.0% | $69,631+17.6% |
| Participation rate | 86.4% | 80.4%+6.0pp | 75.6%+10.8pp | 70.7%+15.7pp |
| Annual return | 11.55% | 48.40%-36.8pp | 4.60%+7.0pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $2,172 | $2,473-12.2% | $2,456-11.6% | $2,032+6.9% |
| Participant deferral / active EE | $4,069 | $3,700+10.0% | $3,547+14.7% | $3,224+26.2% |
| Admin fee / account holder | $35 | $111-68.2% | $5,417-99.4% | $110-68.1% |