Filed February 24, 2006 (most recent of 2 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 ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $918,036 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $60,000 |
FENNEMORE CRAIG6 years Service code 29 2394 EAST CAMELBACK RD STE 600 · PHOENIX, AZ 85016 | Legal | $14,770 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,117 | $57,150+33.2% | $93,606-18.7% | $106,382-28.4% |
| Participation rate | 91.7% | 49.1%+42.6pp | 68.7%+23.0pp | 69.9%+21.9pp |
| Annual return | 14.24% | 15.81%-1.6pp | 133.20%-119.0pp | 17.37%-3.1pp |
| Employer contribution / active EE | $3,455 | $1,015+240.3% | $2,420+42.8% | $3,364+2.7% |
| Participant deferral / active EE | $4,244 | $1,853+129.0% | $4,411-3.8% | $5,569-23.8% |
| Admin fee / account holder | $54 | $64-15.4% | $8,285-99.3% | $79-31.3% |