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 | $104,919+50.5% | $116,228+35.8% | $85,563+84.5% |
| Participation rate | 95.9% | 78.6%+17.3pp | 74.6%+21.3pp | 66.0%+29.9pp |
| Annual return | 12.35% | 15.38%-3.0pp | 90.06%-77.7pp | 31.51%-19.2pp |
| Employer contribution / active EE | $4,134 | $3,485+18.6% | $2,994+38.0% | $2,654+55.8% |
| Participant deferral / active EE | $5,744 | $5,306+8.3% | $4,953+16.0% | $4,375+31.3% |
| Admin fee / account holder | $373 | $429-12.9% | $11,989-96.9% | $834-55.3% |