Filed December 16, 2014
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 | Other Commissions | $50,455 |
MANER COSTERISAN3 years Filed as: MANER COSTERISAN & ELLIS PC Service code 10 DBA MAER COSTERISAN · LANSING, MI 48912 | Accounting | $11,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,662 |
ELLIS BENEFITS GROUP, INC.6 years Filed as: ELLIS BENEFITS GROUP INC Service code 13 P O BOX 2470 · CORDOVA, TN 38088 | Contract Administrator | $7,140 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,099 |
CAMELS CONSULTING GROUP LLC2 years Service code 99 7348 HAWKSBEARD DR · WESTERVILLE, OH 43082 | Other Fees | $2,250 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,934 | $129,095-26.5% | $184,200-48.5% | $77,671+22.2% |
| Participation rate | 97.3% | 87.3%+9.9pp | 86.8%+10.4pp | 70.6%+26.7pp |
| Annual return | 18.11% | 33.29%-15.2pp | 28.80%-10.7pp | 31.21%-13.1pp |
| Employer contribution / active EE | $3,562 | $4,410-19.2% | $6,424-44.6% | $2,726+30.6% |
| Participant deferral / active EE | $6,968 | $7,300-4.5% | $9,132-23.7% | $4,648+49.9% |
| Admin fee / account holder | $141 | $256-44.9% | $13,907-99.0% | $430-67.3% |