Filed July 9, 2009 (most recent of 2 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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,884 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 04-2675571 | Advisory (Plan) | $44,145 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,076 | $53,136-34.0% | $155,509-77.4% | $199,593-82.4% |
| Participation rate | 47.7% | 64.1%-16.4pp | 78.2%-30.5pp | 72.0%-24.3pp |
| Annual return | 13.44% | 41.15%-27.7pp | 64.67%-51.2pp | 34.25%-20.8pp |
| Employer contribution / active EE | $389 | $1,851-79.0% | $4,672-91.7% | $3,034-87.2% |
| Participant deferral / active EE | $2,157 | $3,161-31.8% | $5,626-61.7% | $5,087-57.6% |
| Admin fee / account holder | $159 | $185-14.0% | $15,912-99.0% | $269-40.7% |