Filed October 12, 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. $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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,191 |
WINTRUST INVESTMENTS LLC3 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $44,834 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $150,028 | $101,317+48.1% | $146,958+2.1% | $74,495+101.4% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 11.67% | 8730.91%-8719.2pp | 418.34%-406.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $5,253 | $3,810+37.9% | $4,933+6.5% | $2,623+100.3% |
| Participant deferral / active EE | $10,611 | $7,303+45.3% | $8,070+31.5% | $4,346+144.2% |
| Admin fee / account holder | $438 | $1,739-74.8% | $12,998-96.6% | $1,942-77.5% |