Filed December 22, 2004 (most recent of 2 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 COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $228,182 |
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $51,600 |
HEDMAN PARTNERS LLP2 years Service code 10 27441 TOURNEY RD STE 200 · VALENCIA, CA 91355 | Accounting | $26,039 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,439 |
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 | $184,790 | $241,101-23.4% | $103,333+78.8% | $199,593-7.4% |
| Participation rate | 96.6% | 78.3%+18.3pp | 74.5%+22.1pp | 72.0%+24.6pp |
| Annual return | 13.30% | 17.80%-4.5pp | 24.88%-11.6pp | 34.25%-21.0pp |
| Employer contribution / active EE | $4,775 | $4,244+12.5% | $3,868+23.5% | $3,034+57.4% |
| Participant deferral / active EE | $10,516 | $3,958+165.7% | $5,057+107.9% | $5,087+106.7% |
| Admin fee / account holder | $116 | $288-59.6% | $8,355-98.6% | $269-56.8% |