Filed March 21, 2006 (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 5-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 |
|---|---|---|
STAMBAUGH NESS PC2 years Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $12,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,360 |
Filed as: EMPOWER ADVISORY GROUP, LLC. Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,179 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-3106735 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,603 | $57,610-90.3% | $154,803-96.4% | $102,872-94.6% |
| Participation rate | 57.0% | 59.5%-2.4pp | 78.1%-21.1pp | 73.0%-16.0pp |
| Annual return | 13.66% | 30.49%-16.8pp | 58.88%-45.2pp | 19.06%-5.4pp |
| Employer contribution / active EE | $1,025 | $1,883-45.6% | $4,305-76.2% | $3,526-70.9% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $15 | $368-95.9% | $14,329-99.9% | $292-94.9% |