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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,528 |
INVESTMENT RESEARCH & ADVISORY GROU10+ years Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 303093596 | Advisory (Plan) | $20,492 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR RIGGS & INGRAM LLC Service code 10 7025 ALBERT PICK RD STE 300 · GREENSBORO, NC 27409 | Accounting | $17,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,208 | $129,021+63.7% | $184,203+14.7% | $77,643+172.0% |
| Participation rate | 95.3% | 87.3%+8.0pp | 86.8%+8.5pp | 70.6%+24.7pp |
| Annual return | 18.14% | 33.27%-15.1pp | 28.81%-10.7pp | 31.24%-13.1pp |
| Employer contribution / active EE | $9,702 | $4,413+119.9% | $6,427+50.9% | $2,726+255.9% |
| Participant deferral / active EE | $18,092 | $7,297+147.9% | $9,131+98.1% | $4,647+289.3% |
| Admin fee / account holder | $215 | $254-15.2% | $13,901-98.5% | $430-50.0% |