Filed October 18, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,941 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $18,915 |
THE LAMPO GROUP, INC.4 years Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 99 1011 REAMS FLEMING BLVD. · FRANKLIN, TN 37064 | Other Fees | $12,500 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 | Contract Administrator | $10,000 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,389 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,021 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $4,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,245 | $47,722-34.5% | $82,719-62.2% | $64,808-51.8% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -14.43% | -13.05%-1.4pp | 701.18%-715.6pp | 32.82%-47.2pp |
| Employer contribution / active EE | $2,473 | $2,179+13.5% | $3,009-17.8% | $2,506-1.3% |
| Participant deferral / active EE | $2,532 | $3,329-24.0% | $4,395-42.4% | $4,310-41.3% |
| Admin fee / account holder | $250 | $143+74.6% | $5,329-95.3% | $188+32.9% |