Filed July 18, 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $179,943 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $58,948 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 P O BOX 23945 · NEW YORK, NY 100873945 | Other Fees | $20,935 |
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 | $89,829 | $103,641-13.3% | $107,525-16.5% | $102,872-12.7% |
| Participation rate | 91.6% | 79.4%+12.2pp | 75.1%+16.5pp | 73.0%+18.5pp |
| Annual return | 15.86% | 13.08%+2.8pp | 181.32%-165.5pp | 19.06%-3.2pp |
| Employer contribution / active EE | $3,323 | $5,096-34.8% | $3,754-11.5% | $3,526-5.8% |
| Participant deferral / active EE | $5,174 | $3,789+36.5% | $5,116+1.1% | $5,535-6.5% |
| Admin fee / account holder | $66 | $276-76.2% | $8,919-99.3% | $292-77.5% |