Filed November 9, 2005 (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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,961 |
PPS PENSION & FINANCIAL SERVICES8+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $5,964 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $4,287 |
PPS PENSION & FINANCIAL SERVICES8+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $1,149 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,578 | $65,061-28.4% | $143,757-67.6% | $66,914-30.4% |
| Participation rate | 55.1% | 65.2%-10.1pp | 80.3%-25.2pp | 69.8%-14.7pp |
| Annual return | -16.16% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $649 | $2,361-72.5% | $4,951-86.9% | $2,544-74.5% |
| Participant deferral / active EE | $1,777 | $2,919-39.1% | $5,637-68.5% | $4,237-58.1% |
| Admin fee / account holder | $141 | $502-71.8% | $14,673-99.0% | $593-76.2% |