Filed June 8, 2009 (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 7-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 CO Service code 64 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $17,233 |
Filed as: MASSACHUSETTES MUTUAL LIFE INSURANC Service code 62 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Float revenue; Recordkeeping fees | $7,042 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $4,334 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 301 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Plan) | $3,607 |
Filed as: DUNBAR, BENDER & ZAPF Service code 13 | Contract Administrator | $2,436 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DRIVE SUITE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $1,942 |
DUNBAR, BENDER & ZAPF, INC.5+ years Service code 13 · EIN 25-1650062 400 HOLIDAY DRIVE SUITE 102 · PITSBURGH, PA 15220 | Contract Administrator | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,570 | $47,126-56.4% | $149,673-86.3% | $74,419-72.4% |
| Participation rate | 29.3% | 63.4%-34.1pp | 78.8%-49.5pp | 70.7%-41.4pp |
| Annual return | 12.06% | 22.75%-10.7pp | 134.42%-122.4pp | 34.38%-22.3pp |
| Employer contribution / active EE | $489 | $1,905-74.4% | $4,818-89.9% | $2,637-81.5% |
| Participant deferral / active EE | $1,667 | $2,728-38.9% | $5,680-70.7% | $4,528-63.2% |
| Admin fee / account holder | $150 | $343-56.3% | $13,210-98.9% | $348-56.9% |