Filed December 14, 1998
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 |
|---|---|---|
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO, INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $31,008 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,234 |
CHARLES SCHWAB & CO., INC.7 years Filed as: REA & ASSOCIATES Service code 13 · EIN 34-1310124 | Contract Administrator | $8,290 |
PW PARTNERS6 years Service code 99 501 MORRISON RD, STE 201 · GAHANNA, OH 43230 | Other Fees | $7,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,082 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,409 | $80,705-20.2% | $115,768-44.4% | $67,986-5.3% |
| Participation rate | 85.5% | 63.0%+22.5pp | 74.4%+11.1pp | 57.2%+28.3pp |
| Annual return | 14.92% | 18.49%-3.6pp | 100.46%-85.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $906 | $2,046-55.7% | $2,940-69.2% | $2,019-55.1% |
| Participant deferral / active EE | $4,422 | $3,559+24.3% | $4,917-10.1% | $3,358+31.7% |
| Admin fee / account holder | $370 | $4,135-91.1% | $12,439-97.0% | $3,203-88.5% |