Filed October 20, 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 9-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $283,379 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $146,141 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $48,956 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $39,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,327 | $62,544+10.8% | $129,207-46.3% | $199,593-65.3% |
| Participation rate | 56.7% | 56.8%0pp | 69.6%-12.9pp | 72.0%-15.2pp |
| Annual return | 11.56% | 16.95%-5.4pp | 9417.33%-9405.8pp | 34.25%-22.7pp |
| Employer contribution / active EE | $911 | $2,394-61.9% | $4,153-78.1% | $3,034-70.0% |
| Participant deferral / active EE | $3,154 | $3,123+1.0% | $4,168-24.3% | $5,087-38.0% |
| Admin fee / account holder | $299 | $167+79.3% | $7,715-96.1% | $269+11.3% |