Filed June 8, 2009 (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 9-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 | $238,028 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,000 |
MOSS ADAMS LLP2 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $24,150 |
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 | $126,083 | $110,299+14.3% | $102,423+23.1% | $199,593-36.8% |
| Participation rate | 71.0% | 86.3%-15.3pp | 76.5%-5.5pp | 72.0%-1.0pp |
| Annual return | 14.09% | 35.73%-21.6pp | 29.32%-15.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,560 | $3,603-28.9% | $3,023-15.3% | $3,034-15.6% |
| Participant deferral / active EE | $5,754 | $6,376-9.7% | $5,053+13.9% | $5,087+13.1% |
| Admin fee / account holder | $114 | $122-6.9% | $9,451-98.8% | $269-57.6% |