Filed April 2, 2008 (most recent of 4 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: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $24,010 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,156 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $2,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,750 | $132,049-41.1% | $200,582-61.2% | $74,304+4.6% |
| Participation rate | 80.4% | 84.1%-3.7pp | 86.9%-6.5pp | 60.3%+20.0pp |
| Annual return | 14.13% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,879 | $4,558-36.8% | $6,419-55.2% | $2,241+28.4% |
| Participant deferral / active EE | $4,770 | $7,213-33.9% | $9,331-48.9% | $3,767+26.6% |
| Admin fee / account holder | $379 | $2,405-84.3% | $16,305-97.7% | $2,969-87.2% |