Filed April 30, 2007 (most recent of 6 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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $284,872 |
MMA SECURITIES LLC5 years Service code 16 PO BOX 9497 · NEW YORK, NY 10087 | Consulting | $125,000 |
KREISCHER MILLER1 year Filed as: J L KREISCHER PC ET AL PTRS DBA Service code 99 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Other Fees | $26,800 |
Filed as: EMPOWER FINANCIAL SERVICES,INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $649 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $307 |
NATIONAL FINANCIAL SERVICES4 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $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 | $83,067 | $110,299-24.7% | $102,423-18.9% | $199,593-58.4% |
| Participation rate | 84.2% | 86.3%-2.0pp | 76.5%+7.7pp | 72.0%+12.3pp |
| Annual return | 11.10% | 35.73%-24.6pp | 29.32%-18.2pp | 34.25%-23.1pp |
| Employer contribution / active EE | $1,663 | $3,603-53.8% | $3,023-45.0% | $3,034-45.2% |
| Participant deferral / active EE | $3,815 | $6,376-40.2% | $5,053-24.5% | $5,087-25.0% |
| Admin fee / account holder | $187 | $122+53.2% | $9,451-98.0% | $269-30.3% |