Filed August 22, 2008
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 | $139,268 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $75,878 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,973 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,922 | $50,815+45.5% | $155,509-52.5% | $77,643-4.8% |
| Participation rate | 91.7% | 63.1%+28.6pp | 78.2%+13.5pp | 70.6%+21.1pp |
| Annual return | 13.71% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,999 | $1,993+50.5% | $4,672-35.8% | $2,726+10.0% |
| Participant deferral / active EE | $5,773 | $2,822+104.6% | $5,626+2.6% | $4,647+24.2% |
| Admin fee / account holder | $342 | $437-21.6% | $15,912-97.8% | $430-20.5% |