Filed October 18, 2006 (most recent of 4 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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $815,248 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 23 · EIN 13-5581829 | Insurance services | $257,198 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT COUNCIL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $14,203 |
Service code 16 · EIN 34-1820650 | Consulting | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,198 | $73,283-8.3% | $155,509-56.8% | $106,382-36.8% |
| Participation rate | 94.9% | 73.3%+21.6pp | 78.2%+16.7pp | 69.9%+25.0pp |
| Annual return | 14.58% | 15.77%-1.2pp | 64.67%-50.1pp | 17.37%-2.8pp |
| Employer contribution / active EE | $1,676 | $2,247-25.4% | $4,672-64.1% | $3,364-50.2% |
| Participant deferral / active EE | $5,298 | $4,580+15.7% | $5,626-5.8% | $5,569-4.9% |
| Admin fee / account holder | $82 | $56+45.9% | $15,912-99.5% | $79+3.3% |