Filed May 21, 2008 (most recent of 2 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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $43,048 |
Filed as: RAYMOND JAMES Service code 99 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Other Fees | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,190 | $51,045+2.2% | $70,515-26.0% | $71,457-27.0% |
| Participation rate | 99.1% | 59.4%+39.7pp | 68.3%+30.8pp | 67.9%+31.2pp |
| Annual return | 16.84% | 42.63%-25.8pp | 32.77%-15.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,294 | $1,790-27.7% | $2,973-56.5% | $2,588-50.0% |
| Participant deferral / active EE | $4,784 | $3,026+58.1% | $4,567+4.8% | $4,289+11.6% |
| Admin fee / account holder | $192 | $1,994-90.4% | $6,412-97.0% | $1,587-87.9% |