Filed June 14, 2006 (most recent of 2 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 O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $62,361 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,479 |
Service code 10 · EIN 54-2190047 | Accounting | $7,538 |
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 | $68,420 | $99,078-30.9% | $96,544-29.1% | $74,419-8.1% |
| Participation rate | 81.1% | 80.7%+0.4pp | 76.0%+5.2pp | 70.7%+10.4pp |
| Annual return | 14.37% | 22.48%-8.1pp | 25.84%-11.5pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,871 | $2,570-27.2% | $2,965-36.9% | $2,637-29.1% |
| Participant deferral / active EE | $3,504 | $4,933-29.0% | $4,851-27.8% | $4,528-22.6% |
| Admin fee / account holder | $101 | $225-55.1% | $8,252-98.8% | $348-71.0% |