Filed January 25, 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 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 | $291,174 |
AMERICAN FUNDS7 years Filed as: ADVANCED CAPITAL GROUP Service code 27 ATTN CHARLES LANGOWSKI · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $51,000 |
Filed as: FORGE FINANCIAL AND MANAGEMENT CONS Service code 10 1245 JORDAN CREEK PKWY STE 100 · WEST DES MOINES, IA 50266 | Accounting | $15,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,958 | $110,299+75.8% | $102,423+89.4% | $199,593-2.8% |
| Participation rate | 98.4% | 86.3%+12.1pp | 76.5%+21.9pp | 72.0%+26.4pp |
| Annual return | 12.66% | 35.73%-23.1pp | 29.32%-16.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $10,861 | $3,603+201.4% | $3,023+259.2% | $3,034+258.0% |
| Participant deferral / active EE | $7,778 | $6,376+22.0% | $5,053+53.9% | $5,087+52.9% |
| Admin fee / account holder | $217 | $122+77.1% | $9,451-97.7% | $269-19.4% |