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 |
|---|---|---|
FREEDOM FIDUCIARIES LLC3 years Service code 27 250 S 5TH ST STE 680 · BOISE, ID 83702 | Advisory (Plan) | $76,470 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,797 |
SAALFELD GRIGGS PC1 year Service code 10 PO BOX 470 · SALEM, OR 97308 | Accounting | $3,492 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $82,211 | $131,799-37.6% | $200,582-59.0% | $85,563-3.9% |
| Participation rate | 87.7% | 87.9%-0.2pp | 86.9%+0.8pp | 66.0%+21.8pp |
| Annual return | 17.47% | 21.59%-4.1pp | 42.33%-24.9pp | 31.51%-14.0pp |
| Employer contribution / active EE | $3,210 | $4,532-29.2% | $6,419-50.0% | $2,654+21.0% |
| Participant deferral / active EE | $4,647 | $7,702-39.7% | $9,331-50.2% | $4,375+6.2% |
| Admin fee / account holder | $162 | $235-30.9% | $16,305-99.0% | $834-80.5% |