Filed July 14, 2006
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 O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,054,023 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $71,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,986 | $106,382-71.8% | $129,207-76.8% | $106,382-71.8% |
| Participation rate | 72.9% | 69.9%+3.0pp | 69.6%+3.3pp | 69.9%+3.0pp |
| Annual return | 15.45% | 17.37%-1.9pp | 9417.33%-9401.9pp | 17.37%-1.9pp |
| Employer contribution / active EE | $886 | $3,364-73.7% | $4,153-78.7% | $3,364-73.7% |
| Participant deferral / active EE | $2,218 | $5,569-60.2% | $4,168-46.8% | $5,569-60.2% |
| Admin fee / account holder | $49 | $79-38.6% | $7,715-99.4% | $79-38.6% |