Filed February 22, 2008 (most recent of 4 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $330,501 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 27 · EIN 23-0891050 1701 MARKET ST. · PHILADELPHIA, PA 19103 | Advisory (Plan) | $25,943 |
KREISCHER MILLER1 year Filed as: J L KREISCHER PC ET AL PTRS DBA KRE Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $18,800 |
Filed as: QDRO CONSULTANTS Service code 99 · EIN 34-1820650 3071 PEARL RD · MEDINA, OH 44256 | Other Fees | $5,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,300 | $117,739+59.1% | $100,534+86.3% | $117,739+59.1% |
| Participation rate | 99.1% | 76.6%+22.5pp | 80.6%+18.5pp | 76.6%+22.5pp |
| Annual return | 16.52% | 17.29%-0.8pp | 32.66%-16.1pp | 17.29%-0.8pp |
| Employer contribution / active EE | $6,832 | $3,746+82.4% | $4,346+57.2% | $3,746+82.4% |
| Participant deferral / active EE | $7,852 | $6,128+28.1% | $6,144+27.8% | $6,128+28.1% |
| Admin fee / account holder | $54 | $112-51.9% | $7,654-99.3% | $112-51.9% |