Filed September 2, 2009 (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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $225,801 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 · EIN 82-1434504 | Advisory (Plan) | $56,250 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 13-1131146 | Accounting | $19,500 |
BST & CO. CPA'S LLP1 year Filed as: BST & CO CPAS LLP Service code 10 · EIN 14-1442607 | Accounting | $6,640 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,625 | $53,136+143.9% | $155,509-16.6% | $199,593-35.1% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.7pp | 72.0%+24.9pp |
| Annual return | 13.79% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $6,295 | $1,851+240.1% | $4,672+34.7% | $3,034+107.5% |
| Participant deferral / active EE | $7,230 | $3,161+128.7% | $5,626+28.5% | $5,087+42.1% |
| Admin fee / account holder | $113 | $185-39.0% | $15,912-99.3% | $269-57.9% |