Filed March 1, 2006 (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 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $184,812 |
SHUSTER ADVISORY GROUP, LLC2 years Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $35,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $10,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,870 | $86,897+21.8% | $151,611-30.2% | $64,808+63.4% |
| Participation rate | 76.8% | 87.3%-10.4pp | 87.5%-10.7pp | 71.5%+5.4pp |
| Annual return | -11.20% | -3.57%-7.6pp | 3.33%-14.5pp | 32.82%-44.0pp |
| Employer contribution / active EE | $2,288 | $4,010-42.9% | $6,166-62.9% | $2,506-8.7% |
| Participant deferral / active EE | $8,165 | $6,690+22.0% | $8,363-2.4% | $4,310+89.4% |
| Admin fee / account holder | $332 | $153+116.9% | $11,616-97.1% | $188+76.7% |