Filed July 13, 2010 (most recent of 5 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,784 |
FREEDOM FIDUCIARIES LLC1 year Service code 27 300 E MALLARD DR STE 100 · BOISE, ID 83706 | Advisory (Plan) | $17,530 |
Service code 27 3355 COCHRAN ST. 101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $5,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,765 | $100,227-13.4% | $169,993-49.0% | $74,419+16.6% |
| Participation rate | 67.1% | 87.3%-20.2pp | 87.0%-19.9pp | 70.7%-3.6pp |
| Annual return | 16.62% | 66.08%-49.5pp | 53.37%-36.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,115 | $4,263-26.9% | $6,785-54.1% | $2,637+18.1% |
| Participant deferral / active EE | $4,070 | $7,143-43.0% | $10,408-60.9% | $4,528-10.1% |
| Admin fee / account holder | $58 | $234-75.2% | $12,815-99.5% | $348-83.3% |