Filed March 1, 2004 (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: ALLIANT INSURANCE SERVICES Service code 27 101 PARK AVE 14TH PL · NEW YORK, NY 10178 | Advisory (Plan) | $40,891 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 99 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $33,237 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,837 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $10,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,547 | $130,194-36.6% | $169,993-51.4% | $71,457+15.5% |
| Participation rate | 83.7% | 86.1%-2.5pp | 87.0%-3.3pp | 67.9%+15.8pp |
| Annual return | 14.41% | 20.37%-6.0pp | 53.37%-39.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,246 | $4,381-25.9% | $6,785-52.2% | $2,588+25.4% |
| Participant deferral / active EE | $4,195 | $6,923-39.4% | $10,408-59.7% | $4,289-2.2% |
| Admin fee / account holder | $368 | $966-61.9% | $12,815-97.1% | $1,587-76.8% |