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 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $442,065 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $62,300 |
TORRILLO & ASSOCIATES, LLC3 years Service code 10 2 ROCK HILL RD · NEWTOWN SQUARE, PA 19073 | Accounting | $26,100 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,222 | $117,148-74.2% | $67,502-55.2% | $99,062-69.5% |
| Participation rate | 85.5% | 72.7%+12.8pp | 72.9%+12.6pp | 71.6%+13.9pp |
| Annual return | 15.47% | 14.15%+1.3pp | 3512.12%-3496.7pp | 17.66%-2.2pp |
| Employer contribution / active EE | $970 | $4,623-79.0% | $2,731-64.5% | $3,262-70.3% |
| Participant deferral / active EE | $3,559 | $4,782-25.6% | $4,000-11.0% | $5,331-33.2% |
| Admin fee / account holder | $74 | $50+47.5% | $3,998-98.2% | $109-32.2% |