Filed December 31, 2008
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 | $85,844 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $43,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,559 | $62,127+97.3% | $81,382+50.6% | $74,495+64.5% |
| Participation rate | 95.4% | 64.0%+31.3pp | 69.5%+25.9pp | 67.2%+28.2pp |
| Annual return | 14.17% | 16.48%-2.3pp | 24.73%-10.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,868 | $1,882+52.4% | $2,463+16.5% | $2,623+9.3% |
| Participant deferral / active EE | $6,392 | $3,229+98.0% | $3,883+64.6% | $4,346+47.1% |
| Admin fee / account holder | $679 | $1,934-64.9% | $5,768-88.2% | $1,942-65.0% |