Filed August 4, 2006
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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $769,841 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $95,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $70,000 |
Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 PO BOX 930930 · ATLANTA, GA 311930930 | Legal | $6,730 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,123 | $42,127+33.2% | $84,966-33.9% | $106,382-47.2% |
| Participation rate | 94.6% | 36.6%+58.0pp | 67.5%+27.1pp | 69.9%+24.8pp |
| Annual return | 9.92% | 36.21%-26.3pp | 66.38%-56.5pp | 17.37%-7.4pp |
| Employer contribution / active EE | $2,008 | $825+143.3% | $2,727-26.4% | $3,364-40.3% |
| Participant deferral / active EE | $3,124 | $2,066+51.2% | $4,519-30.9% | $5,569-43.9% |
| Admin fee / account holder | $69 | $114-39.2% | $6,149-98.9% | $79-12.9% |