Filed November 9, 2005
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,902 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $94,800 |
PEACH & MCPHERSON, CERTIFIED PUBLIC10+ years Service code 99 110 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Other Fees | $63,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,660 | $55,416+184.5% | $75,972+107.5% | $77,643+103.1% |
| Participation rate | 97.1% | 63.6%+33.5pp | 69.1%+28.1pp | 70.6%+26.5pp |
| Annual return | 12.30% | 17.07%-4.8pp | 359.55%-347.2pp | 31.24%-18.9pp |
| Employer contribution / active EE | $5,705 | $1,788+219.1% | $2,685+112.5% | $2,726+109.3% |
| Participant deferral / active EE | $7,039 | $3,447+104.2% | $4,255+65.4% | $4,647+51.5% |
| Admin fee / account holder | $366 | $414-11.5% | $6,467-94.3% | $430-15.0% |