Filed October 18, 2004
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 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,708 |
SIGMA FINANCIAL CORPORATION9 years Service code 55 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Commissions | $15,360 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,889 | $110,299-53.9% | $102,423-50.3% | $199,593-74.5% |
| Participation rate | 85.3% | 86.3%-1.0pp | 76.5%+8.8pp | 72.0%+13.3pp |
| Annual return | 13.40% | 35.73%-22.3pp | 29.32%-15.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,244 | $3,603-65.5% | $3,023-58.9% | $3,034-59.0% |
| Participant deferral / active EE | $3,469 | $6,376-45.6% | $5,053-31.4% | $5,087-31.8% |
| Admin fee / account holder | $24 | $122-80.7% | $9,451-99.8% | $269-91.2% |