Filed December 22, 2008 (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 | $219,796 |
CETERA ADVISOR NETWORKS LLC6 years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $99,963 |
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 | $74,667 | $140,190-46.7% | $115,756-35.5% | $77,904-4.2% |
| Participation rate | 82.6% | 81.0%+1.6pp | 77.1%+5.5pp | 73.7%+8.9pp |
| Annual return | -13.42% | -13.46%0pp | 143.14%-156.6pp | 12.21%-25.6pp |
| Employer contribution / active EE | $1,806 | $3,169-43.0% | $3,793-52.4% | $2,848-36.6% |
| Participant deferral / active EE | $5,223 | $5,401-3.3% | $6,254-16.5% | $4,806+8.7% |
| Admin fee / account holder | $278 | $138+100.6% | $8,124-96.6% | $133+109.6% |