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 | $17,395 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 INC DBA GALLAGHER FIDUC · CLEVELAND, OH 44114 | Other Fees | $10,500 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,673 | $129,021-30.5% | $184,203-51.3% | $77,643+15.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.93% | 33.27%-18.3pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,385 | $4,413-0.6% | $6,427-31.8% | $2,726+60.9% |
| Participant deferral / active EE | $6,236 | $7,297-14.5% | $9,131-31.7% | $4,647+34.2% |
| Admin fee / account holder | $72 | $254-71.5% | $13,901-99.5% | $430-83.2% |