Filed December 14, 2010
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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC10+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $9,728 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,260 | $80,724-24.1% | $103,333-40.7% | $74,495-17.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 8.90% | 27.56%-18.7pp | 24.88%-16.0pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $2,952 | $3,157-6.5% | $3,868-23.7% | $2,623+12.5% |
| Participant deferral / active EE | $6,182 | $3,860+60.2% | $5,057+22.2% | $4,346+42.3% |
| Admin fee / account holder | $27 | $2,368-98.8% | $8,355-99.7% | $1,942-98.6% |