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 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $54,707 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,916 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, P.C. Service code 10 5847 SAN FELIPE STE 2600 · HOUSTON, TX 77057 | Accounting | $18,000 |
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 | $132,177 | $69,823+89.3% | $77,163+71.3% | $74,419+77.6% |
| Participation rate | 90.2% | 70.0%+20.1pp | 69.6%+20.6pp | 70.7%+19.4pp |
| Annual return | 15.95% | 19.98%-4.0pp | 37.87%-21.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $4,305 | $2,150+100.3% | $2,535+69.9% | $2,637+63.2% |
| Participant deferral / active EE | $6,768 | $3,558+90.3% | $3,833+76.6% | $4,528+49.5% |
| Admin fee / account holder | $262 | $398-34.2% | $5,472-95.2% | $348-24.8% |