Filed June 14, 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 4-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 | $9,545 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $678 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,877 | $62,327-92.2% | $120,354-95.9% | $74,495-93.5% |
| Participation rate | 97.2% | 56.8%+40.4pp | 71.9%+25.3pp | 67.2%+30.0pp |
| Annual return | 54.65% | 18.61%+36.0pp | 107.15%-52.5pp | 1364.94%-1310.3pp |
| Employer contribution / active EE | $2,022 | $1,843+9.7% | $3,463-41.6% | $2,623-22.9% |
| Participant deferral / active EE | $2,207 | $2,893-23.7% | $4,991-55.8% | $4,346-49.2% |
| Admin fee / account holder | $51 | $2,396-97.9% | $9,423-99.5% | $1,942-97.4% |