Filed October 19, 2004
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 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $44,818 |
Filed as: LASALLE BRISTOL LP Service code 99 601 COUNTRY RD 17 · ELKHART, IN 465150098 | Other Fees | $94 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $52,954 | $89,436-40.8% | $164,813-67.9% | $77,643-31.8% |
| Participation rate | 95.5% | 78.6%+16.8pp | 78.6%+16.9pp | 70.6%+24.9pp |
| Annual return | 9.91% | 28.83%-18.9pp | 69.93%-60.0pp | 31.24%-21.3pp |
| Employer contribution / active EE | $2,279 | $2,569-11.3% | $4,341-47.5% | $2,726-16.4% |
| Participant deferral / active EE | $4,511 | $4,897-7.9% | $6,031-25.2% | $4,647-2.9% |
| Admin fee / account holder | $99 | $339-70.9% | $12,690-99.2% | $430-77.1% |