Filed March 14, 1994
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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,033 |
Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 55 | Other Commissions | $17,935 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $9,722 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $5,707 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $5,050 |
Service code 55 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,884 | $89,739-23.2% | $149,718-54.0% | $62,292+10.6% |
| Participation rate | 77.3% | 85.1%-7.8pp | 87.1%-9.7pp | 69.5%+7.8pp |
| Annual return | 59.46% | 21.01%+38.4pp | 1501.63%-1442.2pp | 28.90%+30.6pp |
| Employer contribution / active EE | $2,197 | $3,233-32.0% | $5,445-59.6% | $2,042+7.6% |
| Participant deferral / active EE | $3,215 | $4,797-33.0% | $6,569-51.1% | $3,169+1.5% |
| Admin fee / account holder | $191 | $551-65.4% | $11,283-98.3% | $479-60.2% |