Filed September 28, 2007
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,090 |
Service code 55 5707 SOUTHWEDT PRWY · AUSTIN, TX 78735 | Other Commissions | $21,484 |
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 | $56,412 | $61,272-7.9% | $149,673-62.3% | $71,457-21.1% |
| Participation rate | 81.1% | 62.5%+18.6pp | 78.8%+2.3pp | 67.9%+13.2pp |
| Annual return | 18.05% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,128 | $2,378-10.5% | $4,818-55.8% | $2,588-17.8% |
| Participant deferral / active EE | $2,242 | $2,917-23.1% | $5,680-60.5% | $4,289-47.7% |
| Admin fee / account holder | $233 | $1,261-81.5% | $13,210-98.2% | $1,587-85.3% |