Filed January 6, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,146 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $15,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,660 | $129,021-4.9% | $184,203-33.4% | $77,643+58.0% |
| Participation rate | 82.0% | 87.3%-5.3pp | 86.8%-4.8pp | 70.6%+11.4pp |
| Annual return | 15.62% | 33.27%-17.7pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,148 | $4,413-28.7% | $6,427-51.0% | $2,726+15.5% |
| Participant deferral / active EE | $9,050 | $7,297+24.0% | $9,131-0.9% | $4,647+94.7% |
| Admin fee / account holder | $193 | $254-24.0% | $13,901-98.6% | $430-55.2% |