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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,382 |
JANNEY MONTGOMERY SCOTT LLC9+ years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $18,318 |
Filed as: DUNBAR BENDER & ZAPF INC. Service code 13 400 HOLIDAY DRIVE STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $8,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,215 | $61,272-32.7% | $149,673-72.5% | $71,457-42.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.72% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,194 | $2,378-7.8% | $4,818-54.5% | $2,588-15.2% |
| Participant deferral / active EE | $2,663 | $2,917-8.7% | $5,680-53.1% | $4,289-37.9% |
| Admin fee / account holder | $241 | $1,261-80.9% | $13,210-98.2% | $1,587-84.8% |