Filed August 31, 2011
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 38 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $76,636 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $24,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,124 | $72,254+103.6% | $86,677+69.7% | $64,808+127.0% |
| Participation rate | 85.9% | 80.4%+5.5pp | 76.6%+9.3pp | 71.5%+14.5pp |
| Annual return | -8.17% | 392.42%-400.6pp | 35.91%-44.1pp | 32.82%-41.0pp |
| Employer contribution / active EE | $3,141 | $2,393+31.2% | $2,836+10.7% | $2,506+25.3% |
| Participant deferral / active EE | $4,846 | $4,658+4.0% | $4,656+4.1% | $4,310+12.4% |
| Admin fee / account holder | $150 | $174-13.8% | $7,493-98.0% | $188-20.1% |