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 GROUP4 years Filed as: MAYFAIR ADVISORY GROUP, LLC Service code 27 · EIN 84-2953346 3300 CAHABA ROAD STE 200 · BIRMINGHAM, AL 35223 | Advisory (Plan) | $13,234 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,332 |
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 | $34,987 | $51,315-31.8% | $95,745-63.5% | $71,457-51.0% |
| Participation rate | 68.0% | 63.0%+5.0pp | 72.3%-4.3pp | 67.9%+0.1pp |
| Annual return | 13.85% | 25.26%-11.4pp | 28.35%-14.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $581 | $1,819-68.1% | $2,835-79.5% | $2,588-77.6% |
| Participant deferral / active EE | $4,264 | $3,358+27.0% | $4,245+0.5% | $4,289-0.6% |
| Admin fee / account holder | $173 | $1,137-84.8% | $5,678-97.0% | $1,587-89.1% |