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 | $49,204 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $18,239 |
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 | $46,050 | $55,416-16.9% | $75,972-39.4% | $77,643-40.7% |
| Participation rate | 78.6% | 63.6%+15.1pp | 69.1%+9.6pp | 70.6%+8.1pp |
| Annual return | 13.79% | 17.07%-3.3pp | 359.55%-345.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $709 | $1,788-60.3% | $2,685-73.6% | $2,726-74.0% |
| Participant deferral / active EE | $2,374 | $3,447-31.1% | $4,255-44.2% | $4,647-48.9% |
| Admin fee / account holder | $127 | $414-69.4% | $6,467-98.0% | $430-70.6% |