Filed August 14, 2009 (most recent of 2 filings on file)
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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,179 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $31,012 |
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 | $46,866 | $52,208-10.2% | $86,612-45.9% | $74,419-37.0% |
| Participation rate | 47.9% | 66.3%-18.5pp | 71.7%-23.8pp | 70.7%-22.9pp |
| Annual return | 17.67% | 44.46%-26.8pp | 591.07%-573.4pp | 34.38%-16.7pp |
| Employer contribution / active EE | $438 | $2,282-80.8% | $3,022-85.5% | $2,637-83.4% |
| Participant deferral / active EE | $2,985 | $3,383-11.8% | $4,438-32.7% | $4,528-34.1% |
| Admin fee / account holder | $172 | $319-46.2% | $5,614-96.9% | $348-50.7% |