Filed May 24, 2004
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 |
|---|---|---|
NEPC, LLC9 years Filed as: NEPC LLC Service code 17 DEPT 3570 BOX 4410 · WOBURN, MA 10888 | Pension Consulting | $50,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $49,188 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 500 MAMARONECK AVE, STE 301 · HARRISON, NY 10528 | Accounting | $18,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,532 | $145,877+63.5% | $150,045+59.0% | $102,872+131.9% |
| Participation rate | 0.0% | 79.8%-79.8pp | 82.3%-82.3pp | 73.0%-73.0pp |
| Annual return | 16.72% | 21.37%-4.7pp | 62.55%-45.8pp | 19.06%-2.3pp |
| Employer contribution / active EE | $3,053 | $4,710-35.2% | $4,693-34.9% | $3,526-13.4% |
| Participant deferral / active EE | $10,030 | $9,491+5.7% | $7,997+25.4% | $5,535+81.2% |
| Admin fee / account holder | $85 | $176-51.7% | $13,435-99.4% | $292-70.9% |