Filed July 27, 2004
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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.3 years Filed as: PENSERVCO, INC. Service code 13 600 BYPASS DRIVE SUITE 223 · CLEARWATER, FL 33764 | Contract Administrator | $8,218 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,406 |
Filed as: EMPOWER INSURANCE COMPANY OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,340 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $781 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 26 · EIN 51-0116113 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,446 | $49,451-22.3% | $79,550-51.7% | $66,914-42.5% |
| Participation rate | 98.2% | 61.3%+36.8pp | 69.5%+28.7pp | 69.8%+28.4pp |
| Annual return | -8.90% | 84.25%-93.2pp | 0.16%-9.1pp | 1.58%-10.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,238 | $3,159+2.5% | $3,985-18.7% | $4,237-23.6% |
| Admin fee / account holder | $188 | $595-68.3% | $6,832-97.2% | $593-68.2% |