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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |