Filed June 14, 2006 (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 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 |
|---|---|---|
Service code 99 500 OLD COUNTRY RD STE 311 · GARDEN CITY, NY 11530 | Other Fees | $26,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,566 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $4,985 |
THE WAGNER LAW GROUP1 year Service code 99 99 SUMMER ST 13TH FLOOR · BOSTON, MA 02110 | Other Fees | $2,575 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,421 | $79,171-55.3% | $102,423-65.4% | $74,495-52.5% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 10.27% | 54.93%-44.7pp | 29.32%-19.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,478 | $2,362-37.4% | $3,023-51.1% | $2,623-43.7% |
| Participant deferral / active EE | $2,631 | $4,415-40.4% | $5,053-47.9% | $4,346-39.5% |
| Admin fee / account holder | $227 | $2,001-88.7% | $9,451-97.6% | $1,942-88.3% |