Filed October 18, 2004 (most recent of 2 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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $117,242 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $41,417 |
RSM US LLP5 years Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $28,875 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,062 | $88,890-8.8% | $102,423-20.9% | $77,643+4.4% |
| Participation rate | 69.8% | 80.9%-11.1pp | 76.5%-6.7pp | 70.6%-0.7pp |
| Annual return | -34.94% | 24.98%-59.9pp | 29.32%-64.3pp | 31.24%-66.2pp |
| Employer contribution / active EE | $3,949 | $2,698+46.4% | $3,023+30.6% | $2,726+44.9% |
| Participant deferral / active EE | $5,832 | $5,145+13.3% | $5,053+15.4% | $4,647+25.5% |
| Admin fee / account holder | $201 | $235-14.4% | $9,451-97.9% | $430-53.2% |