Filed November 17, 2008
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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $84,730 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,267 | $106,110+25.6% | $147,005-9.3% | $77,671+71.6% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.4pp | 70.6%+27.9pp |
| Annual return | 17.35% | 56.77%-39.4pp | 418.76%-401.4pp | 31.21%-13.9pp |
| Employer contribution / active EE | $3,910 | $4,065-3.8% | $4,934-20.8% | $2,726+43.4% |
| Participant deferral / active EE | $8,957 | $7,992+12.1% | $8,070+11.0% | $4,648+92.7% |
| Admin fee / account holder | $222 | $338-34.3% | $13,006-98.3% | $430-48.4% |