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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,031 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,713 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $5,130 |
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 | $76,092 | $65,223+16.7% | $80,019-4.9% | $55,725+36.5% |
| Participation rate | 90.4% | 80.6%+9.9pp | 75.8%+14.6pp | 70.9%+19.6pp |
| Annual return | -3.21% | 7.59%-10.8pp | 11.22%-14.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,201 | $2,544-13.5% | $2,468-10.8% | $2,078+5.9% |
| Participant deferral / active EE | $4,553 | $3,881+17.3% | $3,686+23.5% | $3,356+35.7% |
| Admin fee / account holder | $36 | $114-68.4% | $6,521-99.4% | $115-68.6% |