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) | $44,431 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 99 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $40,649 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,503 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 · EIN 73-1554797 | Contract Administrator | $12,694 |
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 | $52,639 | $122,239-56.9% | $184,203-71.4% | $74,495-29.3% |
| Participation rate | 80.3% | 85.5%-5.1pp | 86.8%-6.5pp | 67.2%+13.1pp |
| Annual return | 9.36% | 19.95%-10.6pp | 28.81%-19.5pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $3,542 | $4,537-21.9% | $6,427-44.9% | $2,623+35.0% |
| Participant deferral / active EE | $4,254 | $7,139-40.4% | $9,131-53.4% | $4,346-2.1% |
| Admin fee / account holder | $277 | $1,260-78.0% | $13,901-98.0% | $1,942-85.7% |