Filed August 20, 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 |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $13,073 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $161 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, 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 | $127,609 | $79,171+61.2% | $102,423+24.6% | $74,495+71.3% |
| Participation rate | 90.7% | 74.8%+15.9pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 15.60% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $4,726 | $2,362+100.1% | $3,023+56.3% | $2,623+80.2% |
| Participant deferral / active EE | $7,318 | $4,415+65.7% | $5,053+44.8% | $4,346+68.4% |
| Admin fee / account holder | $95 | $2,001-95.3% | $9,451-99.0% | $1,942-95.1% |