Filed January 3, 2012
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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL CITY INS GROUP LLC Service code 55 3789 ATTUCKS DR. · POWELL, OR 43065 | Other Commissions | $45,069 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,754 | $46,292-1.2% | $143,757-68.2% | $64,808-29.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.76% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,746 | $2,646+79.4% | $5,637-15.8% | $4,310+10.1% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |