Filed October 22, 2008 (most recent of 2 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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $277,408 |
Filed as: ASSET STRATEGY CONSULTANTS LLC Service code 16 SIX NORTH PARK DRIVE STE 208 · HUNT VALLEY, MD 21030 | Consulting | $98,755 |
Filed as: ASSET STRATEGY RETIREMENT PLAN CONS Service code 27 3500 MARKET STREET SUITE 102 · CAMP HILL, PA 17011 | Advisory (Plan) | $33,241 |
PYA WALTMAN CAPITAL LLC1 year Filed as: PYA PC Service code 99 3424 PEACHTREE RD NE STE 700 · ATLANTA, GA 30326 | Other Fees | $13,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,556 | $53,136+47.8% | $155,509-49.5% | $199,593-60.6% |
| Participation rate | 50.2% | 64.1%-13.9pp | 78.2%-28.0pp | 72.0%-21.8pp |
| Annual return | 13.10% | 41.15%-28.0pp | 64.67%-51.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,167 | $1,851-37.0% | $4,672-75.0% | $3,034-61.6% |
| Participant deferral / active EE | $2,858 | $3,161-9.6% | $5,626-49.2% | $5,087-43.8% |
| Admin fee / account holder | $191 | $185+3.2% | $15,912-98.8% | $269-28.8% |