Filed January 23, 2006
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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 5707 SOUTHWEST PKWY · DALLAS, TX 78735 | Other Commissions | $20,205 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,320 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,070 |
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 | $81,360 | $86,655-6.1% | $119,609-32.0% | $66,914+21.6% |
| Participation rate | 46.2% | 75.6%-29.4pp | 79.3%-33.1pp | 69.8%-23.6pp |
| Annual return | -14.66% | -8.00%-6.7pp | -14.97%+0.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,190 | $2,536-53.1% | $4,232-71.9% | $2,544-53.2% |
| Participant deferral / active EE | $4,655 | $4,358+6.8% | $5,602-16.9% | $4,237+9.9% |
| Admin fee / account holder | $31 | $755-95.9% | $10,323-99.7% | $593-94.8% |