Filed June 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 Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $37,801 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD, CO 80111 | Investment Management | $1,125 |
APA BENEFITS, INC.4 years Service code 13 · EIN 82-0341397 | Contract Administrator | $975 |
Filed as: MML INVESTORS SERVICES INC Service code 55 · EIN 04-2746212 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,578 | $80,724-37.3% | $103,333-51.1% | $74,495-32.1% |
| Participation rate | 93.3% | 65.7%+27.6pp | 74.5%+18.8pp | 67.2%+26.1pp |
| Annual return | 13.28% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,888 | $3,157-40.2% | $3,868-51.2% | $2,623-28.0% |
| Participant deferral / active EE | $3,575 | $3,860-7.4% | $5,057-29.3% | $4,346-17.7% |
| Admin fee / account holder | $177 | $2,368-92.5% | $8,355-97.9% | $1,942-90.9% |