Filed August 5, 2006
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 |
|---|---|---|
FIDUCIARYFIRST LLC2 years Service code 27 1060 MAITLAND CENTER COMMONS BLVD · MAITLAND, FL 32751 | Advisory (Plan) | $42,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,800 |
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 | $21,134 | $58,778-64.0% | $129,207-83.6% | $77,643-72.8% |
| Participation rate | 86.3% | 59.2%+27.0pp | 69.6%+16.6pp | 70.6%+15.7pp |
| Annual return | 15.43% | 24.73%-9.3pp | 9417.33%-9401.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,123 | $1,952-42.5% | $4,153-73.0% | $2,726-58.8% |
| Participant deferral / active EE | $2,365 | $3,212-26.4% | $4,168-43.3% | $4,647-49.1% |
| Admin fee / account holder | $94 | $589-84.1% | $7,715-98.8% | $430-78.2% |