Filed June 9, 2008
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 |
|---|---|---|
HAPANOWICZ & ASSOCIATES10+ years Service code 27 301 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $35,312 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,867 | $84,556-0.8% | $116,228-27.8% | $74,304+12.9% |
| Participation rate | 98.7% | 66.0%+32.7pp | 74.6%+24.2pp | 60.3%+38.4pp |
| Annual return | 14.10% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.3pp |
| Employer contribution / active EE | $903 | $2,168-58.4% | $2,994-69.9% | $2,241-59.7% |
| Participant deferral / active EE | $3,615 | $3,814-5.2% | $4,953-27.0% | $3,767-4.0% |
| Admin fee / account holder | $308 | $3,792-91.9% | $11,989-97.4% | $2,969-89.6% |