Filed June 27, 2006
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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,811 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $8,411 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,347 | $88,083+76.4% | $164,813-5.7% | $74,495+108.5% |
| Participation rate | 85.7% | 73.0%+12.7pp | 78.6%+7.1pp | 67.2%+18.5pp |
| Annual return | 15.88% | 17.26%-1.4pp | 69.93%-54.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $9,005 | $2,593+247.3% | $4,341+107.4% | $2,623+243.3% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $285 | $2,234-87.2% | $12,690-97.8% | $1,942-85.3% |