Filed August 9, 2013 (most recent of 5 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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $81,987 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $63,968 |
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 27 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Advisory (Plan) | $50,000 |
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 | $178,465 | $160,882+10.9% | $200,582-11.0% | $102,872+73.5% |
| Participation rate | 96.2% | 91.2%+5.0pp | 86.9%+9.3pp | 73.0%+23.1pp |
| Annual return | 14.79% | 18.15%-3.4pp | 42.33%-27.5pp | 19.06%-4.3pp |
| Employer contribution / active EE | $4,787 | $5,602-14.5% | $6,419-25.4% | $3,526+35.8% |
| Participant deferral / active EE | $11,515 | $9,300+23.8% | $9,331+23.4% | $5,535+108.0% |
| Admin fee / account holder | $48 | $125-61.6% | $16,305-99.7% | $292-83.6% |