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 |
|---|---|---|
RICETEC INC7+ years Service code 10 PO BOX 1305 · ALVIN, TX 77512 | Accounting | $33,142 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 320 WEST 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $20,833 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,560 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,775 | $56,503+108.4% | $70,092+68.0% | $64,808+81.7% |
| Participation rate | 89.0% | 70.5%+18.5pp | 70.5%+18.5pp | 71.5%+17.5pp |
| Annual return | -16.12% | -13.44%-2.7pp | 190.73%-206.9pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,798 | $2,046+85.6% | $2,559+48.4% | $2,506+51.6% |
| Participant deferral / active EE | $6,517 | $3,389+92.3% | $3,849+69.3% | $4,310+51.2% |
| Admin fee / account holder | $161 | $160+0.6% | $6,267-97.4% | $188-14.1% |