Filed March 14, 1994
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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,352 |
Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 55 | Other Commissions | $19,799 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,362 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $6,135 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $5,752 |
Service code 55 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,653 | $79,523-12.4% | $140,016-50.3% | $56,287+23.7% |
| Participation rate | 85.7% | 85.7%0pp | 87.5%-1.8pp | 69.9%+15.9pp |
| Annual return | 7.48% | 2.39%+5.1pp | 651.12%-643.6pp | -9.96%+17.4pp |
| Employer contribution / active EE | $2,452 | $3,350-26.8% | $5,606-56.3% | $2,111+16.2% |
| Participant deferral / active EE | $3,460 | $5,129-32.5% | $6,927-50.1% | $3,350+3.3% |
| Admin fee / account holder | $168 | $614-72.7% | $10,705-98.4% | $521-67.8% |