Filed January 21, 2001
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 |
|---|---|---|
TRIAD ADVISORS INC10+ years Filed as: TRIAD ADVISORS, INC. Service code 55 5185 PEACHTREE PKWY STE 280 · NORCROSS, GA 300926541 | Other Commissions | $31,403 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, GA 80111 | Investment Management | $22,799 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,035 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 55 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $10,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,901 | $48,698+29.2% | $93,606-32.8% | $199,593-68.5% |
| Participation rate | 30.2% | 63.5%-33.4pp | 68.7%-38.5pp | 72.0%-41.8pp |
| Annual return | 12.03% | 15.34%-3.3pp | 133.20%-121.2pp | 34.25%-22.2pp |
| Employer contribution / active EE | $288 | $1,135-74.6% | $2,420-88.1% | $3,034-90.5% |
| Participant deferral / active EE | $968 | $2,817-65.6% | $4,411-78.1% | $5,087-81.0% |
| Admin fee / account holder | $55 | $195-72.1% | $8,285-99.3% | $269-79.7% |