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 & ASSOCIATES9 years Service code 27 301 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $33,087 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,389 |
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 | $78,054 | $78,483-0.5% | $106,201-26.5% | $74,546+4.7% |
| Participation rate | 96.4% | 72.8%+23.6pp | 75.3%+21.1pp | 67.2%+29.2pp |
| Annual return | 12.66% | 15.94%-3.3pp | 116.26%-103.6pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $913 | $2,522-63.8% | $3,170-71.2% | $2,624-65.2% |
| Participant deferral / active EE | $3,926 | $4,320-9.1% | $5,012-21.7% | $4,347-9.7% |
| Admin fee / account holder | $229 | $2,236-89.7% | $11,039-97.9% | $1,944-88.2% |