Filed March 10, 2012
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,818 |
TRIAD ADVISORS INC8+ years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $37,849 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $18,457 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $12,616 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,631 |
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 | $48,736 | $71,142-31.5% | $119,609-59.3% | $64,808-24.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 79.3%+14.6pp | 71.5%+22.4pp |
| Annual return | -15.07% | -10.01%-5.1pp | -14.97%-0.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,275 | $2,497-49.0% | $4,232-69.9% | $2,506-49.1% |
| Participant deferral / active EE | $3,768 | $4,490-16.1% | $5,602-32.7% | $4,310-12.6% |
| Admin fee / account holder | $75 | $162-53.6% | $10,323-99.3% | $188-60.0% |