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 | $22,816 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 INC DBA GALLAGHER FIDUC · CLEVELAND, OH 44114 | Other Fees | $14,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,628 | $100,227-20.6% | $169,993-53.2% | $74,419+7.0% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+27.9pp |
| Annual return | 16.46% | 66.08%-49.6pp | 53.37%-36.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $3,935 | $4,263-7.7% | $6,785-42.0% | $2,637+49.2% |
| Participant deferral / active EE | $5,935 | $7,143-16.9% | $10,408-43.0% | $4,528+31.1% |
| Admin fee / account holder | $93 | $234-60.3% | $12,815-99.3% | $348-73.3% |