Filed November 25, 2008 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $41,100 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $16,459 |
Filed as: ENVESTNET PORTFOLIO SOLUTIONS Service code 33 · EIN 04-2916126 | Securities brokerage; Securities brok... | $1,528 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 74-1737782 | Securities brokerage; Securities brok... | $856 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $597 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,978 | $130,655-6.6% | $93,789+30.1% | $64,808+88.2% |
| Participation rate | 95.9% | 84.9%+11.0pp | 81.0%+14.9pp | 71.5%+24.4pp |
| Annual return | -13.91% | -14.04%+0.1pp | -11.33%-2.6pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,419 | $5,594-21.0% | $4,323+2.2% | $2,506+76.3% |
| Participant deferral / active EE | $8,836 | $8,067+9.5% | $6,094+45.0% | $4,310+105.0% |
| Admin fee / account holder | $97 | $140-31.0% | $7,195-98.7% | $188-48.5% |