Filed October 28, 2014 (most recent of 5 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 |
|---|---|---|
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $9,806 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $2,738 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,958 | $86,897-39.1% | $151,611-65.1% | $64,808-18.3% |
| Participation rate | 96.8% | 87.3%+9.5pp | 87.5%+9.3pp | 71.5%+25.3pp |
| Annual return | -15.14% | -3.57%-11.6pp | 3.33%-18.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,964 | $4,010-51.0% | $6,166-68.2% | $2,506-21.6% |
| Participant deferral / active EE | $4,694 | $6,690-29.8% | $8,363-43.9% | $4,310+8.9% |
| Admin fee / account holder | $14 | $153-90.8% | $11,616-99.9% | $188-92.5% |