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 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 INS.CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $231,655 |
LILLING & COMPANY LLP9 years Service code 10 2 SEAVIEW BOULEVARD · PORT WASHINGTON, NY 11050 | Accounting | $56,230 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $23,056 |
SMITH & HOWARD, PC1 year Filed as: SMITH & DOWNY, P.A. Service code 29 · EIN 52-1839270 | Legal | $5,860 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,142 | $53,136-75.3% | $155,509-91.5% | $199,593-93.4% |
| Participation rate | 87.0% | 64.1%+22.9pp | 78.2%+8.8pp | 72.0%+15.1pp |
| Annual return | 13.22% | 41.15%-27.9pp | 64.67%-51.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $510 | $1,851-72.4% | $4,672-89.1% | $3,034-83.2% |
| Participant deferral / active EE | $1,905 | $3,161-39.7% | $5,626-66.1% | $5,087-62.6% |
| Admin fee / account holder | $51 | $185-72.7% | $15,912-99.7% | $269-81.2% |