Filed October 17, 2014
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: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $59,207 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $30,066 |
THE RETIREMENT ADVANTAGE INC4 years Service code 13 · EIN 39-1816008 | Contract Administrator | $8,245 |
Filed as: CONSTRUCTION HELICOPTERS INC Service code 99 3679 BOWEN RD · HOWELL, MI 48855 | Other Fees | $3,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,187 | $51,045+35.5% | $70,515-1.9% | $71,457-3.2% |
| Participation rate | 87.3% | 59.4%+27.9pp | 68.3%+18.9pp | 67.9%+19.4pp |
| Annual return | 19.17% | 42.63%-23.5pp | 32.77%-13.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $3,172 | $1,790+77.2% | $2,973+6.7% | $2,588+22.6% |
| Participant deferral / active EE | $8,739 | $3,026+188.8% | $4,567+91.4% | $4,289+103.8% |
| Admin fee / account holder | $406 | $1,994-79.7% | $6,412-93.7% | $1,587-74.4% |