Filed February 22, 2008 (most recent of 4 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 Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $382,534 |
Filed as: QDRO CONSULTANTS Service code 99 · EIN 34-1820650 3071 PEARL RD · MEDINA, OH 44256 | Other Fees | $6,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,672 | $99,062+71.3% | $103,476+64.0% | $99,062+71.3% |
| Participation rate | 98.7% | 71.6%+27.1pp | 80.5%+18.2pp | 71.6%+27.1pp |
| Annual return | 13.80% | 17.66%-3.9pp | 23.90%-10.1pp | 17.66%-3.9pp |
| Employer contribution / active EE | $6,472 | $3,262+98.4% | $4,672+38.5% | $3,262+98.4% |
| Participant deferral / active EE | $7,620 | $5,331+42.9% | $6,623+15.1% | $5,331+42.9% |
| Admin fee / account holder | $49 | $109-55.5% | $9,413-99.5% | $109-55.5% |