Filed June 11, 2008 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,493 |
CETERA ADVISOR NETWORKS LLC8 years Filed as: CETERA INVESTMENT SERVICES LLC Service code 55 400 FIRST ST SOUTH STE 300 · ST CLOUD, MN 56301 | Other Commissions | $31,424 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,158 |
Filed as: THE ANGELL PENSION GROUP,INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,930 |
Filed as: ENVESTMETN RETIREMENT SOLUTIONS Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $3,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,301 | $55,415+32.3% | $155,509-52.9% | $74,495-1.6% |
| Participation rate | 85.4% | 61.9%+23.5pp | 78.2%+7.2pp | 67.2%+18.2pp |
| Annual return | 13.98% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,200 | $2,267+85.3% | $4,672-10.1% | $2,623+60.1% |
| Participant deferral / active EE | $4,350 | $2,836+53.4% | $5,626-22.7% | $4,346+0.1% |
| Admin fee / account holder | $252 | $1,738-85.5% | $15,912-98.4% | $1,942-87.0% |