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 | $84,556-23.8% | $116,228-44.6% | $74,304-13.3% |
| Participation rate | 85.5% | 66.0%+19.5pp | 74.6%+10.9pp | 60.3%+25.2pp |
| Annual return | 14.92% | 18.35%-3.4pp | 90.06%-75.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $906 | $2,168-58.2% | $2,994-69.8% | $2,241-59.6% |
| Participant deferral / active EE | $4,422 | $3,814+15.9% | $4,953-10.7% | $3,767+17.4% |
| Admin fee / account holder | $370 | $3,792-90.2% | $11,989-96.9% | $2,969-87.5% |