Filed June 16, 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 ANNUITY INSURANCE COMPANY O Service code 64 · EIN 06-1050034 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,844,636 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $159,089 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,936 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $2,355 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,875 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $870 |
Filed as: TRANSAMERIA RETIREMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $80 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,690 | $73,283+3.3% | $155,509-51.3% | $106,382-28.9% |
| Participation rate | 83.2% | 73.3%+9.9pp | 78.2%+5.0pp | 69.9%+13.3pp |
| Annual return | 14.75% | 15.77%-1.0pp | 64.67%-49.9pp | 17.37%-2.6pp |
| Employer contribution / active EE | $363 | $2,247-83.9% | $4,672-92.2% | $3,364-89.2% |
| Participant deferral / active EE | $7,470 | $4,580+63.1% | $5,626+32.8% | $5,569+34.2% |
| Admin fee / account holder | $27 | $56-52.4% | $15,912-99.8% | $79-66.3% |