Filed April 2, 2012 (most recent of 2 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 INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $181,748 |
BANCFIRST9+ years Filed as: BANCFIRST TRUST Service code 27 · EIN 73-1332918 | Advisory (Plan) | $71,474 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $35,548 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $24,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,771 |
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 | $75,159 | $47,126+59.5% | $149,673-49.8% | $74,419+1.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.71% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,454 | $1,905+81.3% | $4,818-28.3% | $2,637+31.0% |
| Participant deferral / active EE | $5,365 | $2,728+96.7% | $5,680-5.5% | $4,528+18.5% |
| Admin fee / account holder | $267 | $343-22.1% | $13,210-98.0% | $348-23.3% |