Filed January 20, 1
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 |
|---|---|---|
DAVID ROMANO2+ years Filed as: DAVID WEINZIERL INSURANCE SERVICES Service code 99 10516 MEADOW HOLLOW DRIVE · CHARLOTTE, NC 28227 | Other Fees | $15,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,910 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,346 | $22,291-76.0% | $69,182-92.3% | $63,975-91.6% |
| Participation rate | 73.1% | 35.3%+37.8pp | 55.1%+18.0pp | 71.1%+1.9pp |
| Annual return | 4.74% | 9.30%-4.6pp | -21.93%+26.7pp | 48.65%-43.9pp |
| Employer contribution / active EE | $291 | $325-10.7% | $1,206-75.9% | $2,182-86.7% |
| Participant deferral / active EE | $779 | $808-3.5% | $1,897-58.9% | $3,356-76.8% |
| Admin fee / account holder | $6 | $73-92.0% | $2,697-99.8% | $70-91.7% |