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 | $159,324 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 55 2301 ROSECRANS AVE,#5100 · EL SEGUNDO, CA 90245 | Other Commissions | $45,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,657 | $50,815-53.4% | $155,509-84.8% | $77,643-69.5% |
| Participation rate | 87.4% | 63.1%+24.3pp | 78.2%+9.2pp | 70.6%+16.8pp |
| Annual return | 13.14% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $6,000 | $1,993+201.1% | $4,672+28.4% | $2,726+120.1% |
| Participant deferral / active EE | $1,232 | $2,822-56.4% | $5,626-78.1% | $4,647-73.5% |
| Admin fee / account holder | $137 | $437-68.6% | $15,912-99.1% | $430-68.1% |