Filed October 22, 2008 (most recent of 3 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 ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,948 |
Service code 49 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Other Services | $76,705 |
Filed as: RETIREMENT CONSULTING GROUP INC Service code 27 S CENTERPOINTE DR STE 400 · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,661 | $100,227-17.5% | $169,993-51.4% | $74,419+11.1% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.0%+9.8pp | 70.7%+26.1pp |
| Annual return | 20.39% | 66.08%-45.7pp | 53.37%-33.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $5,555 | $4,263+30.3% | $6,785-18.1% | $2,637+110.6% |
| Participant deferral / active EE | $5,294 | $7,143-25.9% | $10,408-49.1% | $4,528+16.9% |
| Admin fee / account holder | $329 | $234+40.3% | $12,815-97.4% | $348-5.5% |