Filed September 26, 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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $37,526 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $548 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,444 | $51,197+86.4% | $82,719+15.4% | $66,914+42.6% |
| Participation rate | 93.1% | 67.8%+25.3pp | 72.6%+20.6pp | 69.8%+23.3pp |
| Annual return | -14.78% | -9.64%-5.1pp | 701.18%-716.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,550 | $2,611+112.6% | $3,009+84.5% | $2,544+118.2% |
| Participant deferral / active EE | $8,636 | $3,458+149.8% | $4,395+96.5% | $4,237+103.8% |
| Admin fee / account holder | $30 | $416-92.8% | $5,329-99.4% | $593-95.0% |