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) | $45,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,428 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PANNELL KERR FORSTER OF TEXAS, P.C. Service code 10 5847 SAN FELIPE STE 2600 · HOUSTON, TX 77057 | Accounting | $26,102 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $139,011 | $66,457+109.2% | $81,382+70.8% | $77,643+79.0% |
| Participation rate | 93.9% | 68.7%+25.2pp | 69.5%+24.4pp | 70.6%+23.3pp |
| Annual return | 13.29% | 15.93%-2.6pp | 24.73%-11.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $4,639 | $2,159+114.8% | $2,463+88.3% | $2,726+70.2% |
| Participant deferral / active EE | $7,323 | $3,679+99.0% | $3,883+88.6% | $4,647+57.6% |
| Admin fee / account holder | $272 | $583-53.2% | $5,768-95.3% | $430-36.7% |