Filed November 30, 2012
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,134 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,125 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $36,649 |
Service code 10 1408 POMERLLE STE C · BURLEY, ID 83318 | Accounting | $19,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,289 | $62,688-26.2% | $178,014-74.0% | $77,671-40.4% |
| Participation rate | 69.3% | 66.9%+2.5pp | 77.1%-7.7pp | 70.6%-1.2pp |
| Annual return | 12.43% | 16.16%-3.7pp | 294.80%-282.4pp | 31.21%-18.8pp |
| Employer contribution / active EE | $713 | $1,912-62.7% | $3,950-81.9% | $2,726-73.8% |
| Participant deferral / active EE | $2,714 | $4,224-35.8% | $6,276-56.8% | $4,648-41.6% |
| Admin fee / account holder | $175 | $386-54.7% | $10,362-98.3% | $430-59.3% |