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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 500 OLD COUNTRY RD STE 311 · GARDEN CITY, NY 11530 | Other Fees | $26,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,566 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $4,985 |
THE WAGNER LAW GROUP1 year Service code 99 99 SUMMER ST 13TH FLOOR · BOSTON, MA 02110 | Other Fees | $2,575 |
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 | $35,421 | $79,171-55.3% | $102,423-65.4% | $74,495-52.5% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 10.27% | 54.93%-44.7pp | 29.32%-19.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,478 | $2,362-37.4% | $3,023-51.1% | $2,623-43.7% |
| Participant deferral / active EE | $2,631 | $4,415-40.4% | $5,053-47.9% | $4,346-39.5% |
| Admin fee / account holder | $227 | $2,001-88.7% | $9,451-97.6% | $1,942-88.3% |