Filed November 8, 2002 (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 ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $294,489 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $242,904 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $79,989 |
THE HORTON GROUP6 years Filed as: D R HORTON INC Service code 99 1341 HORTON CIR · ARLINGTON, TX 76011 | Other Fees | $35,551 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,661 | $51,785+24.9% | $112,228-42.4% | $89,394-27.7% |
| Participation rate | 98.3% | 82.2%+16.1pp | 75.1%+23.2pp | 71.3%+27.0pp |
| Annual return | -17.16% | -11.06%-6.1pp | 27.45%-44.6pp | -11.89%-5.3pp |
| Employer contribution / active EE | $3,143 | $3,782-16.9% | $3,635-13.5% | $3,022+4.0% |
| Participant deferral / active EE | $8,513 | $3,425+148.6% | $4,728+80.1% | $5,123+66.2% |
| Admin fee / account holder | $46 | $102-54.3% | $6,410-99.3% | $79-41.5% |