Filed November 9, 2005
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 FINANCIAL SERVICES Service code 59 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 5707 SOUTHWEST PKWY BLDG 2, STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $0 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,613 | $101,317-25.4% | $146,958-48.5% | $74,495+1.5% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.4pp |
| Annual return | 12.31% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $5,489 | $3,810+44.1% | $4,933+11.3% | $2,623+109.3% |
| Participant deferral / active EE | $5,386 | $7,303-26.3% | $8,070-33.3% | $4,346+23.9% |
| Admin fee / account holder | $256 | $1,739-85.3% | $12,998-98.0% | $1,942-86.8% |