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 |
|---|---|---|
AMARILLO NATIONAL BANK1 year Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $26,641 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,382 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $299 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,108 | $65,557-41.9% | $105,738-64.0% | $56,287-32.3% |
| Participation rate | 73.8% | 63.4%+10.4pp | 76.3%-2.6pp | 69.9%+3.9pp |
| Annual return | 0.14% | -1.32%+1.5pp | 6.27%-6.1pp | -9.96%+10.1pp |
| Employer contribution / active EE | $1,285 | $1,788-28.2% | $3,268-60.7% | $2,111-39.1% |
| Participant deferral / active EE | $3,085 | $2,418+27.6% | $4,080-24.4% | $3,350-7.9% |
| Admin fee / account holder | $211 | $561-62.5% | $6,913-97.0% | $521-59.5% |