Filed July 26, 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 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $37,260 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,444 |
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 | $91,805 | $122,239-24.9% | $184,200-50.2% | $74,546+23.2% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 11.64% | 19.95%-8.3pp | 28.80%-17.2pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $3,106 | $4,537-31.6% | $6,424-51.7% | $2,624+18.3% |
| Participant deferral / active EE | $6,230 | $7,139-12.7% | $9,132-31.8% | $4,347+43.3% |
| Admin fee / account holder | $233 | $1,260-81.5% | $13,907-98.3% | $1,944-88.0% |