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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,059 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $19,088 |
PBMARES, LLP1 year Service code 13 701 TOWN CENTER DRIVE SUITE 500 · NEWPORT NEWS, VA 23606 | Contract Administrator | $14,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,096 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET 23RD FLOOR · DENVER, CO 80202 | Other Fees | $7,240 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 13 | Contract Administrator | $3,333 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,121 | $52,208-50.0% | $86,612-69.8% | $74,419-64.9% |
| Participation rate | 99.5% | 66.3%+33.2pp | 71.7%+27.8pp | 70.7%+28.8pp |
| Annual return | 16.10% | 44.46%-28.4pp | 591.07%-575.0pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,714 | $2,282+18.9% | $3,022-10.2% | $2,637+2.9% |
| Participant deferral / active EE | $2,664 | $3,383-21.3% | $4,438-40.0% | $4,528-41.2% |
| Admin fee / account holder | $153 | $319-52.0% | $5,614-97.3% | $348-56.0% |