Filed July 19, 2012 (most recent of 3 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 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02814 | Contract Administrator | $7,072 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,113 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 INC DBA GALLAGHER FIDUC · CLEVELAND, OH 44114 | Other Fees | $3,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,618 |
Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,824 | $86,897-35.8% | $151,611-63.2% | $64,808-13.9% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.5%+9.5pp | 71.5%+25.5pp |
| Annual return | -13.96% | -3.57%-10.4pp | 3.33%-17.3pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,884 | $4,010-3.1% | $6,166-37.0% | $2,506+55.0% |
| Participant deferral / active EE | $6,086 | $6,690-9.0% | $8,363-27.2% | $4,310+41.2% |
| Admin fee / account holder | $50 | $153-67.3% | $11,616-99.6% | $188-73.4% |