Filed June 24, 2005
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $144,840 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 52 | Indirect Investment Fees | $174 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,318 | $53,136-31.7% | $155,509-76.6% | $199,593-81.8% |
| Participation rate | 90.9% | 64.1%+26.8pp | 78.2%+12.7pp | 72.0%+18.9pp |
| Annual return | 13.38% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,390 | $3,161+38.9% | $5,626-22.0% | $5,087-13.7% |
| Admin fee / account holder | $27 | $185-85.5% | $15,912-99.8% | $269-90.0% |