Filed January 31, 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 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $407,377 |
CURCIO WEBB10+ years Service code 15 · EIN 36-4171366 | Recordkeeping | $60,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,011 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $1,600 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,751 | $159,391+20.9% | $102,423+88.2% | $99,062+94.6% |
| Participation rate | 98.5% | 88.6%+9.9pp | 76.5%+22.0pp | 71.6%+26.9pp |
| Annual return | 19.80% | 19.03%+0.8pp | 29.32%-9.5pp | 17.66%+2.1pp |
| Employer contribution / active EE | $10,735 | $4,207+155.2% | $3,023+255.1% | $3,262+229.1% |
| Participant deferral / active EE | $9,854 | $7,498+31.4% | $5,053+95.0% | $5,331+84.8% |
| Admin fee / account holder | $65 | $159-58.9% | $9,451-99.3% | $109-40.0% |