Filed August 5, 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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $263,554 |
Filed as: ACCELL CPA & ASSOCIATES PA Service code 10 14610 GALT LAKE DR · TAMPA, FL 33626 | Accounting | $6,000 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,197 | $67,679-18.4% | $155,509-64.5% | $99,062-44.3% |
| Participation rate | 79.9% | 67.2%+12.7pp | 78.2%+1.7pp | 71.6%+8.3pp |
| Annual return | 13.68% | 16.16%-2.5pp | 64.67%-51.0pp | 17.66%-4.0pp |
| Employer contribution / active EE | $4,631 | $2,268+104.2% | $4,672-0.9% | $3,262+42.0% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $30 | $94-68.5% | $15,912-99.8% | $109-72.9% |