Filed September 9, 2013 (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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,583 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $47,827 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $13,391 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,230 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,337 | $53,136-26.0% | $155,509-74.7% | $199,593-80.3% |
| Participation rate | 90.2% | 64.1%+26.2pp | 78.2%+12.0pp | 72.0%+18.3pp |
| Annual return | 12.37% | 41.15%-28.8pp | 64.67%-52.3pp | 34.25%-21.9pp |
| Employer contribution / active EE | $1,267 | $1,851-31.6% | $4,672-72.9% | $3,034-58.3% |
| Participant deferral / active EE | $3,273 | $3,161+3.5% | $5,626-41.8% | $5,087-35.7% |
| Admin fee / account holder | $132 | $185-28.8% | $15,912-99.2% | $269-50.9% |