Filed November 13, 2019
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 |
|---|---|---|
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $18,958 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,339 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,747 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,573 | $87,870-62.9% | $113,168-71.2% | $74,304-56.2% |
| Participation rate | 87.8% | 70.7%+17.0pp | 76.6%+11.2pp | 60.3%+27.4pp |
| Annual return | 14.24% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,050 | $2,277+33.9% | $2,975+2.5% | $2,241+36.1% |
| Participant deferral / active EE | $3,376 | $4,241-20.4% | $5,107-33.9% | $3,767-10.4% |
| Admin fee / account holder | $191 | $3,368-94.3% | $12,068-98.4% | $2,969-93.6% |