Filed October 19, 2004 (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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,448 |
THE COLONY GROUP LLC7+ years Service code 27 238 LITTLETON RD STE 201 · WESTFORD, MA 01886 | Advisory (Plan) | $16,121 |
CAPITAL MANAGEMENT3 years Filed as: THE CAPITAL MANAGEMENT CORP Service code 71 · EIN 54-1048352 | Brokerage Fees | $13,602 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,904 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $75 |
CAPITAL MANAGEMENT1 year Filed as: THE CAPITAL MANAGEMENT CORP. Service code 71 | Brokerage Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,002 | $73,867+206.0% | $143,757+57.2% | $68,494+230.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.07% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $24,695 | $3,184+675.6% | $4,951+398.8% | $2,596+851.2% |
| Participant deferral / active EE | $18,043 | $3,384+433.1% | $5,637+220.1% | $4,027+348.0% |
| Admin fee / account holder | $74 | $5,755-98.7% | $14,673-99.5% | $5,403-98.6% |