Filed December 12, 2005 (most recent of 4 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 |
|---|---|---|
ALDEN CAPITAL1 year Filed as: ALDEN CAPITAL MANAGEMENT INC Service code 27 37 W AVE STE 301 · WAYNE, PA 19087 | Advisory (Plan) | $10,991 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,512 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,968 | $122,239-27.2% | $184,200-51.7% | $74,546+19.3% |
| Participation rate | 94.4% | 85.5%+9.0pp | 86.8%+7.6pp | 67.2%+27.2pp |
| Annual return | 12.59% | 19.95%-7.4pp | 28.80%-16.2pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,415 | $4,537-46.8% | $6,424-62.4% | $2,624-8.0% |
| Participant deferral / active EE | $4,266 | $7,139-40.2% | $9,132-53.3% | $4,347-1.9% |
| Admin fee / account holder | $66 | $1,260-94.8% | $13,907-99.5% | $1,944-96.6% |