Filed December 31, 2007 (most recent of 2 filings on file)
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 O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $33,171 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $4,973 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 71 · EIN 84-0467907 | Brokerage Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,694 | $72,607+133.7% | $90,749+87.0% | $66,914+153.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.10% | -12.28%-2.8pp | -12.16%-2.9pp | 1.58%-16.7pp |
| Employer contribution / active EE | $10,126 | $2,369+327.5% | $2,921+246.7% | $2,544+298.0% |
| Participant deferral / active EE | $13,534 | $3,977+240.3% | $4,564+196.5% | $4,237+219.4% |
| Admin fee / account holder | $45 | $707-93.6% | $8,445-99.5% | $593-92.4% |