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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,981 |
PENTEGRA SERVICES, INC.8 years Service code 13 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $58 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,765 | $131,799-72.1% | $200,582-81.7% | $85,563-57.0% |
| Participation rate | 84.2% | 87.9%-3.8pp | 86.9%-2.7pp | 66.0%+18.2pp |
| Annual return | 12.23% | 21.59%-9.4pp | 42.33%-30.1pp | 31.51%-19.3pp |
| Employer contribution / active EE | $5,309 | $4,532+17.2% | $6,419-17.3% | $2,654+100.1% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $7 | $235-97.0% | $16,305-100.0% | $834-99.2% |