Filed May 16, 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 8-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 | $993,735 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $26,360 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,741 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,261 | $73,283-62.8% | $155,509-82.5% | $106,382-74.4% |
| Participation rate | 85.9% | 73.3%+12.6pp | 78.2%+7.7pp | 69.9%+16.0pp |
| Annual return | 19.44% | 15.77%+3.7pp | 64.67%-45.2pp | 17.37%+2.1pp |
| Employer contribution / active EE | $1,335 | $2,247-40.6% | $4,672-71.4% | $3,364-60.3% |
| Participant deferral / active EE | $3,537 | $4,580-22.8% | $5,626-37.1% | $5,569-36.5% |
| Admin fee / account holder | $39 | $56-29.8% | $15,912-99.8% | $79-50.3% |