Filed April 28, 2011
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 8-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 | $423,238 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $81,909 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $19,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,381 |
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 | $156,495 | $122,693+27.5% | $184,203-15.0% | $199,593-21.6% |
| Participation rate | 93.4% | 86.8%+6.6pp | 86.8%+6.6pp | 72.0%+21.4pp |
| Annual return | 12.66% | 143.91%-131.3pp | 28.81%-16.2pp | 34.25%-21.6pp |
| Employer contribution / active EE | $6,386 | $4,584+39.3% | $6,427-0.6% | $3,034+110.5% |
| Participant deferral / active EE | $9,528 | $7,990+19.2% | $9,131+4.3% | $5,087+87.3% |
| Admin fee / account holder | $147 | $121+22.0% | $13,901-98.9% | $269-45.3% |