Filed December 6, 2005
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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $45,075 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICES I Service code 13 · EIN 46-2919997 | Contract Administrator | $5,300 |
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 | $121,095 | $47,126+157.0% | $149,673-19.1% | $74,419+62.7% |
| Participation rate | 98.1% | 63.4%+34.7pp | 78.8%+19.4pp | 70.7%+27.4pp |
| Annual return | 11.05% | 22.75%-11.7pp | 134.42%-123.4pp | 34.38%-23.3pp |
| Employer contribution / active EE | $4,050 | $1,905+112.5% | $4,818-15.9% | $2,637+53.5% |
| Participant deferral / active EE | $5,672 | $2,728+107.9% | $5,680-0.1% | $4,528+25.3% |
| Admin fee / account holder | $293 | $343-14.6% | $13,210-97.8% | $348-15.9% |