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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $20,325 |
AMERICAN FUNDS3 years Filed as: CAPITAL CITY INS GROUP LLC Service code 55 3789 ATTUCKS DR · POWELL, OH 43065 | Other Commissions | $16,390 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $163,264-100.0% | $155,509-100.0% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 78.2%-78.2pp | - |
| Annual return | 14.15% | 19.38%-5.2pp | 64.67%-50.5pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,626-100.0% | - |
| Admin fee / account holder | $0 | $96,217-100.0% | $15,912-100.0% | - |