Filed February 11, 2011
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 |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $25,011 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $89,449 | $130,194-31.3% | $169,993-47.4% | $71,457+25.2% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 12.49% | 20.37%-7.9pp | 53.37%-40.9pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,449 | $4,381-44.1% | $6,785-63.9% | $2,588-5.3% |
| Participant deferral / active EE | $4,885 | $6,923-29.4% | $10,408-53.1% | $4,289+13.9% |
| Admin fee / account holder | $92 | $966-90.5% | $12,815-99.3% | $1,587-94.2% |