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 | $24,929 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,820 |
Filed as: ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $7,578 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,804 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$5,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,361 | $96,484+95.2% | $156,263+20.5% | $74,304+153.5% |
| Participation rate | 94.7% | 67.7%+27.1pp | 78.9%+15.8pp | 60.3%+34.4pp |
| Annual return | 16.12% | 17.73%-1.6pp | 59.47%-43.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,668 | $2,528+5.5% | $4,333-38.4% | $2,241+19.0% |
| Participant deferral / active EE | $9,018 | $4,286+110.4% | $6,158+46.4% | $3,767+139.4% |
| Admin fee / account holder | $279 | $3,728-92.5% | $14,255-98.0% | $2,969-90.6% |