Filed March 4, 2005 (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 |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC4 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $49,544 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,812 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,535 |
LAUNCH CREDIT UNION3 years Service code 99 300 S PLUMOSA ST · MERRITT ISLAND, FL 32952 | Other Fees | $3,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,630 | $129,021-51.5% | $184,203-66.0% | $77,643-19.3% |
| Participation rate | 96.1% | 87.3%+8.8pp | 86.8%+9.3pp | 70.6%+25.6pp |
| Annual return | 15.26% | 33.27%-18.0pp | 28.81%-13.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,882 | $4,413-34.7% | $6,427-55.2% | $2,726+5.7% |
| Participant deferral / active EE | $4,987 | $7,297-31.7% | $9,131-45.4% | $4,647+7.3% |
| Admin fee / account holder | $336 | $254+32.4% | $13,901-97.6% | $430-21.9% |