Filed January 19, 2006
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 8-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,567 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $13,068 |
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 | $92,491 | $130,194-29.0% | $169,993-45.6% | $71,457+29.4% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.0%+8.1pp | 67.9%+27.2pp |
| Annual return | 13.31% | 20.37%-7.1pp | 53.37%-40.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,612 | $4,381-40.4% | $6,785-61.5% | $2,588+0.9% |
| Participant deferral / active EE | $3,885 | $6,923-43.9% | $10,408-62.7% | $4,289-9.4% |
| Admin fee / account holder | $191 | $966-80.2% | $12,815-98.5% | $1,587-88.0% |