Filed April 17, 2007
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 |
|---|---|---|
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $38,274 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,011 | $66,457+59.5% | $81,438+30.2% | $77,671+36.5% |
| Participation rate | 73.6% | 68.7%+4.9pp | 69.5%+4.1pp | 70.6%+3.1pp |
| Annual return | 14.01% | 15.93%-1.9pp | 24.74%-10.7pp | 31.21%-17.2pp |
| Employer contribution / active EE | $2,189 | $2,159+1.4% | $2,460-11.0% | $2,726-19.7% |
| Participant deferral / active EE | $4,261 | $3,679+15.8% | $3,883+9.7% | $4,648-8.3% |
| Admin fee / account holder | $79 | $583-86.5% | $5,764-98.6% | $430-81.7% |