Filed April 12, 2007
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 5-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 | $363,698 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $60,485 |
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789 | Accounting | $10,490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,491 | $111,545-77.1% | $64,056-60.2% | $103,482-75.4% |
| Participation rate | 93.8% | 74.9%+18.8pp | 72.3%+21.5pp | 73.3%+20.5pp |
| Annual return | 19.65% | 17.80%+1.8pp | 33.69%-14.0pp | 33.11%-13.5pp |
| Employer contribution / active EE | $830 | $4,573-81.9% | $2,747-69.8% | $3,208-74.1% |
| Participant deferral / active EE | $3,069 | $4,715-34.9% | $3,880-20.9% | $5,207-41.1% |
| Admin fee / account holder | $61 | $45+36.0% | $3,068-98.0% | $114-46.3% |