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 | $59,019 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,232 |
PIONEER4 years Filed as: PIONEER METAL FINISHING LLC Service code 99 480 PILGRIM WAY · GREEN BAY, WI 54304 | Other Fees | $12,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,091 | $92,055-54.3% | $106,213-60.4% | $77,643-45.8% |
| Participation rate | 96.5% | 81.0%+15.4pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 14.76% | 17.91%-3.1pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,879 | $3,367-44.2% | $3,171-40.7% | $2,726-31.1% |
| Participant deferral / active EE | $3,401 | $5,386-36.9% | $5,016-32.2% | $4,647-26.8% |
| Admin fee / account holder | $126 | $219-42.3% | $11,033-98.9% | $430-70.6% |