Filed November 12, 2008
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 |
|---|---|---|
MAYFAIR ADVISORY GROUP3 years Filed as: MAYFAIR ADVISORY GROUP, LLC Service code 27 · EIN 84-2953346 3300 CAHABA ROAD STE 200 · BIRMINGHAM, AL 35223 | Advisory (Plan) | $13,943 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,620 |
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 | $32,191 | $44,642-27.9% | $91,220-64.7% | $66,914-51.9% |
| Participation rate | 72.1% | 64.9%+7.2pp | 73.2%-1.1pp | 69.8%+2.3pp |
| Annual return | -14.96% | -12.29%-2.7pp | 114.01%-129.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $548 | $1,706-67.9% | $2,850-80.8% | $2,544-78.4% |
| Participant deferral / active EE | $3,851 | $3,349+15.0% | $4,234-9.0% | $4,237-9.1% |
| Admin fee / account holder | $188 | $521-64.0% | $5,420-96.5% | $593-68.3% |