Filed October 11, 2012
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 |
|---|---|---|
CONCENTRUM WEALTH MANAGEMENT2 years Service code 27 353 PIERCY RD · SAN JOSE, CA 95138 | Advisory (Plan) | $65,443 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,890 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $784 |
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 | $71,715 | $82,917-13.5% | $103,333-30.6% | $77,643-7.6% |
| Participation rate | 89.6% | 71.6%+18.0pp | 74.5%+15.1pp | 70.6%+19.0pp |
| Annual return | 11.70% | 19.13%-7.4pp | 24.88%-13.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $9,241 | $3,552+160.2% | $3,868+138.9% | $2,726+239.0% |
| Participant deferral / active EE | $4,943 | $4,108+20.3% | $5,057-2.3% | $4,647+6.4% |
| Admin fee / account holder | $253 | $638-60.3% | $8,355-97.0% | $430-41.1% |