Filed March 1, 2010
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 INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,584 |
UNITED BENEFIT PENSIONS INC.9+ years Service code 13 175 BROADHOLLOW ROAD, SUITE 160 · MELVILLE, NY 11747 | Contract Administrator | $3,004 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST, 111TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $2,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,319 |
EVEREN SECURITIES INC7 years Filed as: EVEREN SECURITIES INC. Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $499 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC L Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,190 | $61,272-71.9% | $149,673-88.5% | $71,457-75.9% |
| Participation rate | 57.5% | 62.5%-5.0pp | 78.8%-21.2pp | 67.9%-10.4pp |
| Annual return | 12.24% | 35.85%-23.6pp | 134.42%-122.2pp | 28.85%-16.6pp |
| Employer contribution / active EE | $918 | $2,378-61.4% | $4,818-81.0% | $2,588-64.5% |
| Participant deferral / active EE | $1,078 | $2,917-63.0% | $5,680-81.0% | $4,289-74.9% |
| Admin fee / account holder | $77 | $1,261-93.9% | $13,210-99.4% | $1,587-95.1% |