Filed November 19, 2008
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 |
|---|---|---|
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $44,430 |
BEACON POINTE ADVISORS LLC2 years Service code 27 703 GREEN VALLEY RD · GREENSBORO, NC 27408 | Advisory (Plan) | $26,254 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,143 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,465 | $101,317-26.5% | $146,958-49.3% | $74,4950% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 10.04% | 8730.91%-8720.9pp | 418.34%-408.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $3,708 | $3,810-2.7% | $4,933-24.8% | $2,623+41.4% |
| Participant deferral / active EE | $6,678 | $7,303-8.6% | $8,070-17.2% | $4,346+53.7% |
| Admin fee / account holder | $296 | $1,739-83.0% | $12,998-97.7% | $1,942-84.8% |