Filed October 18, 2004
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 | $125,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $123,975 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 27 159 CROCKER PARK BLVD STE 350 · WESTLAKE, OH 44145 | Advisory (Plan) | $79,905 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 99 PO BOX 92947 · CLEVELAND, OH 441942947 | Other Fees | $21,500 |
QDRO CONSULTANTS COMPANY, LLC11+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,398 | $83,158+52.0% | $167,512-24.5% | $102,872+22.9% |
| Participation rate | 99.0% | 70.1%+28.8pp | 77.1%+21.9pp | 73.0%+25.9pp |
| Annual return | 16.79% | 21.37%-4.6pp | 1615.79%-1599.0pp | 19.06%-2.3pp |
| Employer contribution / active EE | $3,383 | $2,233+51.5% | $3,882-12.9% | $3,526-4.1% |
| Participant deferral / active EE | $8,251 | $5,132+60.8% | $6,405+28.8% | $5,535+49.1% |
| Admin fee / account holder | $178 | $109+62.7% | $9,769-98.2% | $292-39.2% |