Filed March 25, 2008 (most recent of 3 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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 15 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $21,831 |
IRA GROUP1 year Service code 27 · EIN 58-1989031 | Advisory (Plan) | $19,460 |
CARR, RIGGS & INGRAM, LLC6 years Service code 27 · EIN 72-1396621 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,279 | $86,897+85.6% | $151,611+6.4% | $64,808+148.9% |
| Participation rate | 90.1% | 87.3%+2.9pp | 87.5%+2.7pp | 71.5%+18.7pp |
| Annual return | -15.74% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $7,507 | $4,010+87.2% | $6,166+21.8% | $2,506+199.6% |
| Participant deferral / active EE | $13,842 | $6,690+106.9% | $8,363+65.5% | $4,310+221.1% |
| Admin fee / account holder | $286 | $153+87.1% | $11,616-97.5% | $188+52.4% |