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 | $18,566 |
Filed as: CETERA WEALTH SERVICES LLC Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $18,547 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $6,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,915 | $132,049-9.2% | $200,582-40.2% | $74,304+61.4% |
| Participation rate | 96.3% | 84.1%+12.2pp | 86.9%+9.4pp | 60.3%+35.9pp |
| Annual return | 16.82% | 22.22%-5.4pp | 42.33%-25.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $3,184 | $4,558-30.1% | $6,419-50.4% | $2,241+42.1% |
| Participant deferral / active EE | $4,332 | $7,213-39.9% | $9,331-53.6% | $3,767+15.0% |
| Admin fee / account holder | $228 | $2,405-90.5% | $16,305-98.6% | $2,969-92.3% |