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 LLC8+ years Service code 55 5707 SOUTHWEST PKWY · NASHVILLE, TN 78735 | Other Commissions | $21,074 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,826 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,855 |
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 | $86,005 | $82,978+3.6% | $129,995-33.8% | $71,457+20.4% |
| Participation rate | 47.0% | 74.1%-27.1pp | 78.5%-31.5pp | 67.9%-20.9pp |
| Annual return | 15.39% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,200 | $2,622-54.2% | $4,320-72.2% | $2,588-53.6% |
| Participant deferral / active EE | $4,539 | $4,432+2.4% | $5,820-22.0% | $4,289+5.8% |
| Admin fee / account holder | $25 | $1,729-98.6% | $10,614-99.8% | $1,587-98.4% |