Filed December 1, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200,163 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,267 |
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 | $53,948 | $48,698+10.8% | $93,606-42.4% | $199,593-73.0% |
| Participation rate | 95.5% | 63.5%+31.9pp | 68.7%+26.7pp | 72.0%+23.5pp |
| Annual return | 13.88% | 15.34%-1.5pp | 133.20%-119.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,619 | $1,135+130.8% | $2,420+8.2% | $3,034-13.7% |
| Participant deferral / active EE | $6,523 | $2,817+131.6% | $4,411+47.9% | $5,087+28.2% |
| Admin fee / account holder | $126 | $195-35.6% | $8,285-98.5% | $269-53.3% |