Filed April 24, 2008
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $321,450 |
BFSG LLC4 years Service code 27 2040 MAIN ST STE 720 · IRVINE, CA 92614 | Advisory (Plan) | $60,000 |
Filed as: CBIZ CPAS PC Service code 10 25793 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $51,895 |
MPS COMMUNICATIONS6 years Service code 99 1000 N CANNON AVE STE 1200 · LANSDALE, PA 19446 | Other Fees | $31,689 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,400 |
Service code 29 PO BOX 742262 · LOS ANGELES, CA 900742262 | Legal | $10,725 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $1,050 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,160 | $128,899+25.0% | $113,168+42.4% | $102,872+56.7% |
| Participation rate | 92.8% | 87.0%+5.8pp | 76.6%+16.2pp | 73.0%+19.8pp |
| Annual return | 11.62% | 15.88%-4.3pp | 24.27%-12.6pp | 19.06%-7.4pp |
| Employer contribution / active EE | $5,062 | $3,713+36.3% | $2,975+70.2% | $3,526+43.6% |
| Participant deferral / active EE | $11,109 | $6,787+63.7% | $5,107+117.5% | $5,535+100.7% |
| Admin fee / account holder | $140 | $129+8.5% | $12,068-98.8% | $292-51.9% |