Filed January 9, 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 INS CO Service code 55 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $916 |
Filed as: EMPOWER ADVISORY GROUP Service code 55 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $118 |
BENEFIT SOLUTIONS INC5 years Service code 15 · EIN 51-0439960 1400 SIXTH AVENUE · HUNTINGTON, WV 25701 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,195 | $102,553-9.1% | $151,611-38.5% | $66,914+39.3% |
| Participation rate | 90.0% | 85.5%+4.5pp | 87.5%+2.5pp | 69.8%+20.2pp |
| Annual return | -12.01% | -10.82%-1.2pp | 3.33%-15.3pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,642 | $4,180-36.8% | $6,166-57.2% | $2,544+3.8% |
| Participant deferral / active EE | $4,402 | $6,641-33.7% | $8,363-47.4% | $4,237+3.9% |
| Admin fee / account holder | $4 | $630-99.4% | $11,616-100.0% | $593-99.4% |