Filed October 7, 2016 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER INS & ANNUITY CO Service code 10 · EIN 84-0467907 | Accounting | $401,985 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $182,296 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD CPAS + ADVISORS Service code 10 · EIN 38-2184825 | Accounting | $16,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,657 | $89,178+65.6% | $91,541+61.3% | $102,872+43.5% |
| Participation rate | 72.9% | 79.7%-6.7pp | 69.8%+3.2pp | 73.0%-0.1pp |
| Annual return | 14.56% | 14.52%0pp | 20.50%-5.9pp | 19.06%-4.5pp |
| Employer contribution / active EE | $3,610 | $3,455+4.5% | $2,505+44.1% | $3,526+2.4% |
| Participant deferral / active EE | $7,956 | $4,657+70.8% | $4,008+98.5% | $5,535+43.7% |
| Admin fee / account holder | $424 | $134+215.8% | $6,956-93.9% | $292+44.9% |