Filed May 20, 2012 (most recent of 5 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 Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,590 |
PENTEGRA SERVICES, INC.3 years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE SUITE 320 E · WHITE PLAINS, NY 10604 | Contract Administrator | $13,283 |
Participant contribution per participant 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 | $54,402 | $122,239-55.5% | $184,203-70.5% | $74,495-27.0% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 19.58% | 19.95%-0.4pp | 28.81%-9.2pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $2,276 | $4,537-49.8% | $6,427-64.6% | $2,623-13.2% |
| Participant deferral / active EE | $3,471 | $7,139-51.4% | $9,131-62.0% | $4,346-20.1% |
| Admin fee / account holder | $226 | $1,260-82.1% | $13,901-98.4% | $1,942-88.4% |