Filed November 13, 2012
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 | $50,231 |
JANNEY MONTGOMERY SCOTT LLC8+ years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $17,486 |
TROUT EBERSOLE & GROFF LLP5 years Service code 10 1705 OREGON PIKE · LANCASTER, PA 17601 | Accounting | $11,975 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 437 GRANT ST · PITTSBURGH, PA 15219 | Contract Administrator | $8,113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,186 | $65,061-38.2% | $143,757-72.0% | $66,914-39.9% |
| Participation rate | 99.3% | 65.2%+34.2pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -17.24% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,493 | $2,361+5.6% | $4,951-49.6% | $2,544-2.0% |
| Participant deferral / active EE | $3,172 | $2,919+8.7% | $5,637-43.7% | $4,237-25.1% |
| Admin fee / account holder | $356 | $502-29.1% | $14,673-97.6% | $593-40.0% |