Filed December 3, 2013 (most recent of 2 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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $54,391 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,957 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $24,441 |
Filed as: GALLAGHER FIDUCIARY Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,500 |
Filed as: FIDELITY INVEST INSTIT OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,435 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,879 | $47,126+29.2% | $149,673-59.3% | $74,419-18.2% |
| Participation rate | 87.6% | 63.4%+24.2pp | 78.8%+8.8pp | 70.7%+16.9pp |
| Annual return | 24.96% | 22.75%+2.2pp | 134.42%-109.5pp | 34.38%-9.4pp |
| Employer contribution / active EE | $2,974 | $1,905+56.1% | $4,818-38.3% | $2,637+12.8% |
| Participant deferral / active EE | $4,656 | $2,728+70.7% | $5,680-18.0% | $4,528+2.8% |
| Admin fee / account holder | $100 | $343-70.9% | $13,210-99.2% | $348-71.3% |