Filed January 29, 2009
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 3-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 |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT2 years Filed as: BIDDLE CAPITAL MANAGERMENT Service code 27 5807 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $113,909 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $71,932 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 55 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46801 | Other Commissions | $19,181 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $12,401 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $7,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $5,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,373 | $129,021-36.2% | $184,203-55.3% | $77,643+6.1% |
| Participation rate | 82.3% | 87.3%-5.0pp | 86.8%-4.5pp | 70.6%+11.7pp |
| Annual return | 66.42% | 33.27%+33.1pp | 28.81%+37.6pp | 31.24%+35.2pp |
| Employer contribution / active EE | $2,263 | $4,413-48.7% | $6,427-64.8% | $2,726-17.0% |
| Participant deferral / active EE | $4,333 | $7,297-40.6% | $9,131-52.6% | $4,647-6.8% |
| Admin fee / account holder | $505 | $254+98.9% | $13,901-96.4% | $430+17.3% |