Filed October 17, 2008 (most recent of 3 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 INC DBA Service code 27 701 B ST 6TH FL · SAN DIEGO, CA 92101 | Advisory (Plan) | $57,230 |
RICETEC INC3+ years Service code 10 PO BOX 1305 · ALVIN, TX 77512 | Accounting | $18,086 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,631 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,400 |
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 | $88,572 | $43,504+103.6% | $68,793+28.8% | $56,287+57.4% |
| Participation rate | 85.7% | 67.8%+17.8pp | 72.2%+13.4pp | 69.9%+15.8pp |
| Annual return | -7.06% | -3.15%-3.9pp | -4.63%-2.4pp | -9.96%+2.9pp |
| Employer contribution / active EE | $3,763 | $1,525+146.7% | $2,625+43.3% | $2,111+78.2% |
| Participant deferral / active EE | $5,994 | $2,509+138.9% | $3,311+81.0% | $3,350+78.9% |
| Admin fee / account holder | $279 | $515-45.9% | $5,131-94.6% | $521-46.5% |