Filed January 1, 2012 (most recent of 6 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. $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 ANNUTIY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,152 |
MOSS ADAMS LLP1 year Service code 99 3558 ROUND BARN BLVD · SANTA ROSA, CA 95403 | Other Fees | $18,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,054 | $129,021-6.2% | $184,203-34.3% | $77,643+55.9% |
| Participation rate | 99.4% | 87.3%+12.0pp | 86.8%+12.5pp | 70.6%+28.8pp |
| Annual return | 15.44% | 33.27%-17.8pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $6,109 | $4,413+38.4% | $6,427-5.0% | $2,726+124.1% |
| Participant deferral / active EE | $6,952 | $7,297-4.7% | $9,131-23.9% | $4,647+49.6% |
| Admin fee / account holder | $172 | $254-32.4% | $13,901-98.8% | $430-60.1% |