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 |
|---|---|---|
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $26,218 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,964 |
DAVID ROMANO3+ years Filed as: DAVID WEINZIERL INSURANCE SERVICES Service code 99 10516 MEADOW HOLLOW DRIVE · CHARLOTTE, NC 28227 | Other Fees | $10,000 |
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 | $4,832 | $25,165-80.8% | $73,545-93.4% | $77,958-93.8% |
| Participation rate | 78.0% | 36.6%+41.3pp | 54.9%+23.0pp | 71.6%+6.3pp |
| Annual return | 8.06% | 18.12%-10.1pp | -15.16%+23.2pp | 20.87%-12.8pp |
| Employer contribution / active EE | $278 | $395-29.8% | $1,219-77.2% | $2,310-88.0% |
| Participant deferral / active EE | $741 | $898-17.5% | $1,806-59.0% | $3,537-79.1% |
| Admin fee / account holder | $11 | $76-85.8% | $2,320-99.5% | $97-88.9% |