Filed December 31, 2007 (most recent of 2 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 |
|---|---|---|
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADVISORS LL Service code 27 100 S. BRENTWOOD BLVD STE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $32,527 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $383 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,026 | $71,516+168.5% | $98,439+95.1% | $71,457+168.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 18.28% | 32.41%-14.1pp | 21.16%-2.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $10,944 | $2,399+356.2% | $3,048+259.1% | $2,588+323.0% |
| Participant deferral / active EE | $13,778 | $4,109+235.3% | $4,738+190.8% | $4,289+221.3% |
| Admin fee / account holder | $83 | $1,675-95.1% | $8,948-99.1% | $1,587-94.8% |