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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |