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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,189 | $50,982-60.4% | $154,803-87.0% | $85,563-76.4% |
| Participation rate | 56.5% | 59.8%-3.2pp | 78.1%-21.5pp | 66.0%-9.4pp |
| Annual return | 14.69% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.8pp |
| Employer contribution / active EE | $676 | $1,708-60.4% | $4,305-84.3% | $2,654-74.5% |
| Participant deferral / active EE | $752 | $2,474-69.6% | $5,540-86.4% | $4,375-82.8% |
| Admin fee / account holder | $28 | $846-96.7% | $14,329-99.8% | $834-96.6% |