Filed November 18, 2008 (most recent of 4 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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,407 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $53,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,586 | $52,208+370.4% | $86,612+183.5% | $74,419+230.0% |
| Participation rate | 99.7% | 66.3%+33.4pp | 71.7%+28.0pp | 70.7%+28.9pp |
| Annual return | 18.70% | 44.46%-25.8pp | 591.07%-572.4pp | 34.38%-15.7pp |
| Employer contribution / active EE | $11,974 | $2,282+424.7% | $3,022+296.2% | $2,637+354.0% |
| Participant deferral / active EE | $13,234 | $3,383+291.2% | $4,438+198.2% | $4,528+192.3% |
| Admin fee / account holder | $251 | $319-21.2% | $5,614-95.5% | $348-27.8% |