Filed October 30, 1996
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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,422 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $10,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,468 | $67,984+77.2% | $65,493+83.9% | $74,304+62.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 15.80% | 19.87%-4.1pp | 982.45%-966.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $7,448 | $2,491+199.0% | $2,574+189.3% | $2,241+232.3% |
| Participant deferral / active EE | $8,585 | $3,346+156.6% | $3,961+116.7% | $3,767+127.9% |
| Admin fee / account holder | $107 | $1,373-92.2% | $5,028-97.9% | $2,969-96.4% |