Filed September 15, 2006
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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,623 |
MOSS ADAMS LLP5 years Service code 10 101 SECOND ST STE 900 · SAN FRANCISCO, CA 94105 | Accounting | $17,860 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $7,655 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $31 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,502 | $98,727+329.0% | $113,168+274.2% | $85,563+395.0% |
| Participation rate | 93.3% | 80.8%+12.5pp | 76.6%+16.8pp | 66.0%+27.4pp |
| Annual return | 13.06% | 17.43%-4.4pp | 24.27%-11.2pp | 31.51%-18.5pp |
| Employer contribution / active EE | $1,276 | $2,907-56.1% | $2,975-57.1% | $2,654-51.9% |
| Participant deferral / active EE | $12,593 | $5,424+132.2% | $5,107+146.6% | $4,375+187.8% |
| Admin fee / account holder | $217 | $357-39.0% | $12,068-98.2% | $834-73.9% |