Filed November 8, 2008
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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,132 |
PINNACLE FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE, STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $28,538 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 50 ROCKEFELLER PLAZA · NEW YORK, NY 10020 | Accounting | $23,253 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $17,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,654 | $82,917+21.4% | $103,333-2.6% | $77,643+29.6% |
| Participation rate | 93.5% | 71.6%+21.9pp | 74.5%+19.0pp | 70.6%+22.9pp |
| Annual return | 13.79% | 19.13%-5.3pp | 24.88%-11.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $6,086 | $3,552+71.4% | $3,868+57.4% | $2,726+123.3% |
| Participant deferral / active EE | $6,169 | $4,108+50.2% | $5,057+22.0% | $4,647+32.7% |
| Admin fee / account holder | $206 | $638-67.6% | $8,355-97.5% | $430-52.0% |