Filed February 10, 2011 (most recent of 3 filings on file)
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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $27,721 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,754 |
Filed as: DORSA CONSULTING SERVICES INC Service code 13 PO BOX 720159 · SANDY SPRINGS, GA 30358 | Contract Administrator | $1,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,688 | $65,061-54.4% | $143,757-79.3% | $66,914-55.6% |
| Participation rate | 85.7% | 65.2%+20.5pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | -10.43% | -11.14%+0.7pp | -0.04%-10.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $1,517 | $2,361-35.7% | $4,951-69.4% | $2,544-40.4% |
| Participant deferral / active EE | $4,288 | $2,919+46.9% | $5,637-23.9% | $4,237+1.2% |
| Admin fee / account holder | $109 | $502-78.2% | $14,673-99.3% | $593-81.6% |