Filed September 16, 2016
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 INS CO Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,378 |
FLORIDA RETIREMENT CONSULTANTS10+ years Service code 13 · EIN 87-1603224 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $20,445 |
Filed as: GW HENSSLER AND ASSOC Service code 27 3755 CHEROKEE ST · KENNESAW, GA 30144 | Advisory (Plan) | $16,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,320 | $49,915-61.3% | $154,803-87.5% | $74,304-74.0% |
| Participation rate | 79.8% | 54.0%+25.9pp | 78.1%+1.7pp | 60.3%+19.5pp |
| Annual return | 11.14% | 34.06%-22.9pp | 58.88%-47.7pp | 29.43%-18.3pp |
| Employer contribution / active EE | $787 | $1,611-51.2% | $4,305-81.7% | $2,241-64.9% |
| Participant deferral / active EE | $2,502 | $2,255+10.9% | $5,540-54.9% | $3,767-33.6% |
| Admin fee / account holder | $300 | $2,189-86.3% | $14,329-97.9% | $2,969-89.9% |