Filed January 12, 2009
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 9-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 71-0294708 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,976 |
Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $12,000 |
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 | Contract Administrator | $3,401 |
TRUTINA FINANCIAL8 years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $2,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,388 | $50,820+42.4% | $155,567-53.5% | $77,671-6.8% |
| Participation rate | 69.7% | 63.1%+6.5pp | 78.2%-8.5pp | 70.6%-0.9pp |
| Annual return | 10.12% | 34.85%-24.7pp | 64.74%-54.6pp | 31.21%-21.1pp |
| Employer contribution / active EE | $3,178 | $1,993+59.5% | $4,674-32.0% | $2,726+16.5% |
| Participant deferral / active EE | $1,690 | $2,823-40.1% | $5,628-70.0% | $4,648-63.6% |
| Admin fee / account holder | $189 | $436-56.7% | $15,916-98.8% | $430-56.2% |