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 LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS LL Service code 27 100 S. BRENTWOOD BLVD STE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $30,000 |
QUARLES & BRADY LLP1 year Service code 99 411 E WISCONSIN AVE STE 2400 · MILWAUKEE, WI 53202 | Other Fees | $18,030 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST LOUIS, MO 63179 | Accounting | $9,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,208 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $211,223 | $78,485+169.1% | $106,213+98.9% | $74,495+183.5% |
| Participation rate | 98.8% | 72.8%+25.9pp | 75.3%+23.5pp | 67.2%+31.6pp |
| Annual return | 20.62% | 15.95%+4.7pp | 116.14%-95.5pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $10,988 | $2,523+335.6% | $3,171+246.5% | $2,623+318.9% |
| Participant deferral / active EE | $13,757 | $4,322+218.3% | $5,016+174.3% | $4,346+216.6% |
| Admin fee / account holder | $141 | $2,232-93.7% | $11,033-98.7% | $1,942-92.8% |