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 | $58,297 |
FREEDOM FIDUCIARIES LLC2 years Service code 27 250 S 5TH ST STE 680 · BOISE, ID 83702 | Advisory (Plan) | $42,228 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $86,328 | $129,021-33.1% | $184,203-53.1% | $77,643+11.2% |
| Participation rate | 79.4% | 87.3%-7.9pp | 86.8%-7.4pp | 70.6%+8.9pp |
| Annual return | 14.00% | 33.27%-19.3pp | 28.81%-14.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,291 | $4,413-25.4% | $6,427-48.8% | $2,726+20.7% |
| Participant deferral / active EE | $4,601 | $7,297-36.9% | $9,131-49.6% | $4,647-1.0% |
| Admin fee / account holder | $163 | $254-35.7% | $13,901-98.8% | $430-62.1% |