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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,733 |
PENTEGRA SERVICES, INC.10+ years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $4,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,905 | $122,239-22.4% | $184,203-48.5% | $74,495+27.4% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.6pp | 67.2%+29.3pp |
| Annual return | 14.72% | 19.95%-5.2pp | 28.81%-14.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,650 | $4,537-41.6% | $6,427-58.8% | $2,623+1.0% |
| Participant deferral / active EE | $5,766 | $7,139-19.2% | $9,131-36.8% | $4,346+32.7% |
| Admin fee / account holder | $122 | $1,260-90.3% | $13,901-99.1% | $1,942-93.7% |