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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,176 |
Service code 13 PO BOX 2590 · FORT SMITH, AR 72902 | Contract Administrator | $5,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,880 | $55,415+138.0% | $155,509-15.2% | $74,495+77.0% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 11.29% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,121 | $2,267-6.5% | $4,672-54.6% | $2,623-19.2% |
| Participant deferral / active EE | $6,166 | $2,836+117.4% | $5,626+9.6% | $4,346+41.9% |
| Admin fee / account holder | $194 | $1,738-88.9% | $15,912-98.8% | $1,942-90.0% |