Filed December 1, 2006
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,973 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,481 |
PIONEER3 years Filed as: PIONEER METAL FINISHING LLC Service code 99 480 PILGRIM WAY · GREEN BAY, WI 54304 | Other Fees | $3,336 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,515 | $84,784-64.0% | $98,439-69.0% | $74,419-59.0% |
| Participation rate | 90.8% | 81.5%+9.3pp | 75.2%+15.7pp | 70.7%+20.1pp |
| Annual return | 17.71% | 20.59%-2.9pp | 21.16%-3.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,585 | $3,364-52.9% | $3,048-48.0% | $2,637-39.9% |
| Participant deferral / active EE | $2,876 | $5,218-44.9% | $4,738-39.3% | $4,528-36.5% |
| Admin fee / account holder | $75 | $204-63.2% | $8,948-99.2% | $348-78.3% |