Filed November 25, 2008
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 7-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,544 |
Filed as: CETERA ADVISORS LLC Service code 55 2301 ROSECRANS AVE,#5100 · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,192 | $47,126-52.9% | $149,673-85.2% | $74,419-70.2% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.8pp |
| Annual return | 17.69% | 22.75%-5.1pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,965 | $1,905+108.1% | $4,818-17.7% | $2,637+50.3% |
| Participant deferral / active EE | $1,110 | $2,728-59.3% | $5,680-80.5% | $4,528-75.5% |
| Admin fee / account holder | $120 | $343-65.0% | $13,210-99.1% | $348-65.5% |