Filed September 14, 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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $459,049 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY INC Service code 50 · EIN 43-0538770 | Direct Payment | $3,610 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,375 | $160,882-9.6% | $200,582-27.5% | $102,872+41.3% |
| Participation rate | 99.8% | 91.2%+8.6pp | 86.9%+12.9pp | 73.0%+26.7pp |
| Annual return | 16.05% | 18.15%-2.1pp | 42.33%-26.3pp | 19.06%-3.0pp |
| Employer contribution / active EE | $5,344 | $5,602-4.6% | $6,419-16.7% | $3,526+51.5% |
| Participant deferral / active EE | $7,161 | $9,300-23.0% | $9,331-23.3% | $5,535+29.4% |
| Admin fee / account holder | $97 | $125-22.2% | $16,305-99.4% | $292-66.8% |