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) | $28,092 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,913 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,837 |
DORSA CONSULTING SERVICES2 years Filed as: DORSA CONSULTING SERVICES INC Service code 13 PO BOX 720159 · SANDY SPRINGS, GA 30358 | Contract Administrator | $1,250 |
CARPENTER MORSE GROUP1 year Service code 13 2170 W STATE RD 434 STE 280 · LONGWOOD, FL 32779 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,576 | $61,272-43.6% | $149,673-76.9% | $71,457-51.6% |
| Participation rate | 68.4% | 62.5%+5.9pp | 78.8%-10.4pp | 67.9%+0.5pp |
| Annual return | 18.35% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,211 | $2,378-49.1% | $4,818-74.9% | $2,588-53.2% |
| Participant deferral / active EE | $3,418 | $2,917+17.2% | $5,680-39.8% | $4,289-20.3% |
| Admin fee / account holder | $165 | $1,261-86.9% | $13,210-98.8% | $1,587-89.6% |