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 | $37,140 |
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 | $149,644 | $117,025+27.9% | $91,541+63.5% | $85,563+74.9% |
| Participation rate | 92.4% | 64.2%+28.2pp | 69.8%+22.6pp | 66.0%+26.5pp |
| Annual return | 14.38% | 18.02%-3.6pp | 20.50%-6.1pp | 31.51%-17.1pp |
| Employer contribution / active EE | $3,947 | $2,120+86.1% | $2,505+57.6% | $2,654+48.7% |
| Participant deferral / active EE | $6,886 | $3,446+99.8% | $4,008+71.8% | $4,375+57.4% |
| Admin fee / account holder | $212 | $1,242-82.9% | $6,956-96.9% | $834-74.5% |