Filed March 2, 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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC7 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $37,288 |
PASI, LLC8+ years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $13,145 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,371 | $71,516+4.0% | $98,439-24.4% | $71,457+4.1% |
| Participation rate | 94.1% | 72.7%+21.4pp | 75.2%+18.9pp | 67.9%+26.1pp |
| Annual return | 11.60% | 32.41%-20.8pp | 21.16%-9.6pp | 28.85%-17.2pp |
| Employer contribution / active EE | $1,117 | $2,399-53.4% | $3,048-63.4% | $2,588-56.8% |
| Participant deferral / active EE | $4,442 | $4,109+8.1% | $4,738-6.3% | $4,289+3.6% |
| Admin fee / account holder | $33 | $1,675-98.0% | $8,948-99.6% | $1,587-97.9% |