Filed August 1, 2013 (most recent of 2 filings on file)
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 9-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 INS. CO, OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $122,576 |
LILLING & COMPANY LLP1 year Filed as: LILLING & COMPANY LLC Service code 10 2 SEAVIEW BOULEVARD · PORT WASHINGTON, NY 11050 | Accounting | $35,320 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $21,023 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNY , P.A. Service code 29 · EIN 52-1839270 | Legal | $10,017 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,001 | $53,136-51.1% | $155,509-83.3% | $199,593-87.0% |
| Participation rate | 87.2% | 64.1%+23.1pp | 78.2%+9.0pp | 72.0%+15.2pp |
| Annual return | 12.86% | 41.15%-28.3pp | 64.67%-51.8pp | 34.25%-21.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $105 | $185-43.4% | $15,912-99.3% | $269-61.0% |