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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,558 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,527 |
TRIAD ADVISORS INC9+ years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $40,330 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $20,303 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $13,443 |
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 | $45,360 | $91,372-50.4% | $129,995-65.1% | $74,419-39.0% |
| Participation rate | 93.6% | 77.8%+15.8pp | 78.5%+15.1pp | 70.7%+22.9pp |
| Annual return | 16.75% | 23.21%-6.5pp | -137.18%+153.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,263 | $2,563-50.7% | $4,320-70.8% | $2,637-52.1% |
| Participant deferral / active EE | $3,745 | $4,721-20.7% | $5,820-35.7% | $4,528-17.3% |
| Admin fee / account holder | $154 | $283-45.7% | $10,614-98.5% | $348-55.7% |