Filed December 2, 2011
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 | $38,911 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,001 |
SULLIVAN AND FOLAN LLC3 years Service code 99 325 WOOD RD STE 105 · BRAINTREE, MA 02184 | Other Fees | $15,100 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,626 | $82,978+53.8% | $129,995-1.8% | $71,457+78.6% |
| Participation rate | 98.1% | 74.1%+24.1pp | 78.5%+19.7pp | 67.9%+30.2pp |
| Annual return | 17.48% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,370 | $2,622-9.6% | $4,320-45.1% | $2,588-8.4% |
| Participant deferral / active EE | $7,451 | $4,432+68.1% | $5,820+28.0% | $4,289+73.7% |
| Admin fee / account holder | $175 | $1,729-89.9% | $10,614-98.4% | $1,587-89.0% |