Filed January 26, 2009 (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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $573,818 |
NORTHERN TRUST COMPANY10+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $287,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $231,181 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $62,730 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,500 |
DODGE & COX8 years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
HOLLAND & KNIGHT5 years Service code 27 · EIN 59-0663819 | Advisory (Plan) | $0 |
JONES DAY1 year Filed as: JONES DAY REAVIS & POGUE Service code 27 · EIN 34-0319085 | Advisory (Plan) | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
Filed as: MORGAN STANLEY INVESTMEMENT MANAGEM Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,200 | $81,302+243.4% | $76,002+267.4% | $199,768+39.8% |
| Participation rate | 98.7% | 70.1%+28.6pp | 69.1%+29.6pp | 72.0%+26.7pp |
| Annual return | 9.82% | 16.31%-6.5pp | 360.07%-350.2pp | 34.26%-24.4pp |
| Employer contribution / active EE | $4,645 | $3,352+38.6% | $2,688+72.8% | $3,037+53.0% |
| Participant deferral / active EE | $9,764 | $4,721+106.8% | $4,257+129.4% | $5,090+91.9% |
| Admin fee / account holder | $241 | $145+66.1% | $6,414-96.2% | $269-10.4% |