Filed February 21, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,482 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $18,187 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $17,540 |
TRUTINA FINANCIAL1+ years Filed as: TRUTINA FINANCIAL LLC Service code 99 10811 MAIN ST · BELLVUE, WA 98004 | Other Fees | $5,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,971 | $102,317-4.2% | $146,958-33.3% | $80,856+21.2% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 13.02% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,847 | $3,713+30.5% | $4,933-1.7% | $2,755+75.9% |
| Participant deferral / active EE | $10,895 | $6,644+64.0% | $8,070+35.0% | $4,296+153.6% |
| Admin fee / account holder | $470 | $7,941-94.1% | $12,998-96.4% | $6,918-93.2% |