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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,398 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FLR · CHARLOTTE, NC 28081 | Advisory (Plan) | $10,920 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DRIVE STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $1,875 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR, BENDER & ZAPF Service code 13 | Contract Administrator | $1,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,808 | $55,415-66.1% | $155,509-87.9% | $74,495-74.8% |
| Participation rate | 52.7% | 61.9%-9.2pp | 78.2%-25.5pp | 67.2%-14.5pp |
| Annual return | 14.09% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $565 | $2,267-75.1% | $4,672-87.9% | $2,623-78.5% |
| Participant deferral / active EE | $1,765 | $2,836-37.8% | $5,626-68.6% | $4,346-59.4% |
| Admin fee / account holder | $136 | $1,738-92.2% | $15,912-99.1% | $1,942-93.0% |