Filed July 30, 1999 (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 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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,006 |
DELOITTE & TOUCHE LLP9 years Service code 10 95 SOUTH STATE STREET, STE 900 · SALT LAKE CITY, UT 84111 | Accounting | $8,400 |
DURHAM JONES & PINEGAR1 year Service code 99 PO BOX 4050 · SALT LAKE CITY, UT 84110 | Other Fees | $1,935 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $640 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,867 | $92,090+11.7% | $106,201-3.1% | $77,671+32.4% |
| Participation rate | 88.0% | 81.0%+7.0pp | 75.3%+12.7pp | 70.6%+17.4pp |
| Annual return | 10.14% | 17.89%-7.8pp | 116.26%-106.1pp | 31.21%-21.1pp |
| Employer contribution / active EE | $5,081 | $3,368+50.9% | $3,170+60.3% | $2,726+86.4% |
| Participant deferral / active EE | $6,052 | $5,386+12.4% | $5,012+20.7% | $4,648+30.2% |
| Admin fee / account holder | $96 | $219-56.3% | $11,039-99.1% | $430-77.8% |