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 | $44,120 |
PINNACLE FINANCIAL SERVICES, INC.11+ years Filed as: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE, STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $30,041 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $26,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,008 | $95,880+20.0% | $107,525+7.0% | $85,563+34.4% |
| Participation rate | 96.1% | 70.1%+25.9pp | 75.1%+21.0pp | 66.0%+30.1pp |
| Annual return | 16.40% | 68.06%-51.7pp | 181.32%-164.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $7,278 | $3,812+90.9% | $3,754+93.9% | $2,654+174.3% |
| Participant deferral / active EE | $7,079 | $4,201+68.5% | $5,116+38.4% | $4,375+61.8% |
| Admin fee / account holder | $232 | $1,025-77.4% | $8,919-97.4% | $834-72.2% |