Filed May 12, 2010
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 8-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 | $177,321 |
FRIDAY ELDREDGE & CLARK6 years Filed as: FRIDAY, ELDREDGE & CLARK LLP Service code 29 400 W CAPITOL AVE · LITTLE ROCK, AR 722013522 | Legal | $13,199 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 99 1350 TREAT BLVD STE 300 · WALNUT CREEK, CA 945977959 | Other Fees | $12,500 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Annual investment return 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 | $80,049 | $122,854-34.8% | $184,200-56.5% | $199,768-59.9% |
| Participation rate | 97.3% | 87.0%+10.2pp | 86.8%+10.4pp | 72.0%+25.2pp |
| Annual return | 3.54% | 143.99%-140.5pp | 28.80%-25.3pp | 34.26%-30.7pp |
| Employer contribution / active EE | $2,885 | $4,588-37.1% | $6,424-55.1% | $3,037-5.0% |
| Participant deferral / active EE | $4,998 | $7,995-37.5% | $9,132-45.3% | $5,090-1.8% |
| Admin fee / account holder | $38 | $120-68.7% | $13,907-99.7% | $269-86.0% |