Filed January 19, 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 |
|---|---|---|
RSM US LLP4 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $38,430 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,499 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $11,286 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,088 | $47,898+115.2% | $117,472-12.2% | $64,808+59.1% |
| Participation rate | 64.3% | 61.9%+2.5pp | 70.6%-6.2pp | 71.5%-7.1pp |
| Annual return | -20.12% | -15.54%-4.6pp | 29.74%-49.9pp | 32.82%-52.9pp |
| Employer contribution / active EE | $2,531 | $1,774+42.7% | $4,176-39.4% | $2,506+1.0% |
| Participant deferral / active EE | $4,816 | $3,151+52.9% | $4,070+18.3% | $4,310+11.7% |
| Admin fee / account holder | $211 | $132+60.3% | $5,645-96.3% | $188+12.5% |