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 LLC8 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $42,630 |
CAPOSSELA, COHEN, LLC9+ years Service code 10 368 CENTER STREET · SOUTHPORT, CT 06890 | Accounting | $16,152 |
PASI, LLC9+ years Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $12,975 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $74,142 | $79,753-7.0% | $106,213-30.2% | - |
| Participation rate | 94.4% | 68.4%+26.0pp | 75.3%+19.1pp | - |
| Annual return | 21.42% | 10.43%+11.0pp | 116.14%-94.7pp | - |
| Employer contribution / active EE | $1,217 | $2,584-52.9% | $3,171-61.6% | - |
| Participant deferral / active EE | $4,800 | $4,151+15.7% | $5,016-4.3% | - |
| Admin fee / account holder | $84 | $4,140-98.0% | $11,033-99.2% | - |