Filed January 17, 2019 (most recent of 3 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 5-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 |
|---|---|---|
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T BOURGEIS LLP Service code 10 2322 TREMONT DRIVE · BATON ROUGE, LA 70809 | Accounting | $10,065 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,728 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $822 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,060 | $64,909-69.1% | $82,313-75.6% | $62,292-67.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.31% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,517 | $1,676-9.5% | $2,428-37.5% | $2,042-25.7% |
| Participant deferral / active EE | $2,338 | $3,103-24.7% | $3,706-36.9% | $3,169-26.2% |
| Admin fee / account holder | $61 | $440-86.1% | $5,608-98.9% | $479-87.3% |