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 | $45,058 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $11,670 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $2,690 |
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 | $47,053 | $49,693-5.3% | $70,515-33.3% | $74,419-36.8% |
| Participation rate | 74.6% | 64.7%+10.0pp | 68.3%+6.3pp | 70.7%+3.9pp |
| Annual return | 17.13% | 21.22%-4.1pp | 32.77%-15.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $690 | $1,773-61.1% | $2,973-76.8% | $2,637-73.8% |
| Participant deferral / active EE | $2,352 | $3,376-30.3% | $4,567-48.5% | $4,528-48.1% |
| Admin fee / account holder | $120 | $316-62.1% | $6,412-98.1% | $348-65.6% |