Filed June 1, 2012 (most recent of 4 filings on file)
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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $110,837 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,860 | $107,218+47.2% | $115,768+36.4% | $79,634+98.2% |
| Participation rate | 95.9% | 76.8%+19.1pp | 74.4%+21.5pp | 62.5%+33.4pp |
| Annual return | 12.35% | 15.41%-3.1pp | 100.46%-88.1pp | 36.46%-24.1pp |
| Employer contribution / active EE | $4,134 | $3,627+14.0% | $2,940+40.6% | $2,529+63.4% |
| Participant deferral / active EE | $5,744 | $5,091+12.8% | $4,917+16.8% | $3,835+49.8% |
| Admin fee / account holder | $373 | $576-35.2% | $12,439-97.0% | $1,002-62.8% |