Filed February 11, 2011 (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 |
|---|---|---|
SITTNER & NELSON LLC6 years Service code 27 497 OAKWAY RD STE 300 · EUGENE, OR 97401 | Advisory (Plan) | $44,608 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,474 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,893 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,079 | $49,915+44.4% | $154,803-53.4% | $74,304-3.0% |
| Participation rate | 94.1% | 54.0%+40.2pp | 78.1%+16.0pp | 60.3%+33.8pp |
| Annual return | 17.70% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,040 | $1,611+26.6% | $4,305-52.6% | $2,241-9.0% |
| Participant deferral / active EE | $5,510 | $2,255+144.4% | $5,540-0.5% | $3,767+46.3% |
| Admin fee / account holder | $319 | $2,189-85.4% | $14,329-97.8% | $2,969-89.3% |