Filed March 29, 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 Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,606 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 6011 W COURTYARD DR, STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $9,838 |
RETIREMENT STRATEGIES, INC.8+ years Filed as: RETIREMENT STRATEGIES LLC Service code 16 · EIN 27-0017183 | Consulting | $5,975 |
Participant contribution per participant 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 | $56,779 | $86,897-34.7% | $151,611-62.5% | $64,808-12.4% |
| Participation rate | 78.0% | 87.3%-9.3pp | 87.5%-9.5pp | 71.5%+6.5pp |
| Annual return | -15.92% | -3.57%-12.4pp | 3.33%-19.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,203 | $4,010-45.1% | $6,166-64.3% | $2,506-12.1% |
| Participant deferral / active EE | $3,204 | $6,690-52.1% | $8,363-61.7% | $4,310-25.7% |
| Admin fee / account holder | $156 | $153+2.1% | $11,616-98.7% | $188-16.9% |