Filed January 29, 2005
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 OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,329 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVENUE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $1,301 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,227 | $138,347-49.2% | $184,203-61.9% | $80,856-13.1% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.6%+11.7pp |
| Annual return | 12.42% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,900 | $4,850-60.8% | $6,427-70.4% | $2,755-31.0% |
| Participant deferral / active EE | $2,844 | $7,071-59.8% | $9,131-68.9% | $4,296-33.8% |
| Admin fee / account holder | $7,906 | $10,483-24.6% | $13,901-43.1% | $6,918+14.3% |