Filed November 14, 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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $121,838 |
ALVAREZ & MARSAL TAXAND, LLC2 years Filed as: ALVAREZ & MARSAL HOLDINGS LLC DBA A Service code 10 6430 S FIDDLERS GREEN CIR STE 300 · GREENWOOD VILLAGE, CO 80111 | Accounting | $59,096 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $54,080 |
K FINANCIAL INC5 years Service code 10 · EIN 76-0726945 | Accounting | $17,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $13,344 |
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 | $41,317 | $30,086+37.3% | $61,373-32.7% | $64,808-36.2% |
| Participation rate | 93.4% | 36.4%+57.1pp | 52.6%+40.9pp | 71.5%+22.0pp |
| Annual return | -16.83% | -13.99%-2.8pp | 338.61%-355.4pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,428 | $536+166.4% | $1,159+23.2% | $2,506-43.0% |
| Participant deferral / active EE | $3,498 | $1,126+210.7% | $2,125+64.6% | $4,310-18.9% |
| Admin fee / account holder | $232 | $148+56.6% | $2,130-89.1% | $188+23.5% |