Filed June 16, 2006 (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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,392 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,754 | $44,764+13.4% | $68,791-26.2% | $64,808-21.7% |
| Participation rate | 68.2% | 64.8%+3.4pp | 69.0%-0.9pp | 71.5%-3.3pp |
| Annual return | -15.56% | -10.91%-4.7pp | -6.38%-9.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $644 | $1,775-63.7% | $2,655-75.7% | $2,506-74.3% |
| Participant deferral / active EE | $2,238 | $3,238-30.9% | $3,941-43.2% | $4,310-48.1% |
| Admin fee / account holder | $141 | $151-6.8% | $4,932-97.1% | $188-24.9% |