Filed March 1, 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. $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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $62,601 |
COHNREZNICK LLP2 years Service code 10 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Accounting | $34,172 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,500 |
NIXON PEABODY LLP1 year Service code 10 PO BOX 28012 · NEW YORK, NY 100878013 | Accounting | $12,869 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,687 | $131,799+6.7% | $200,582-29.9% | $85,563+64.4% |
| Participation rate | 82.7% | 87.9%-5.3pp | 86.9%-4.2pp | 66.0%+16.7pp |
| Annual return | 22.47% | 21.59%+0.9pp | 42.33%-19.9pp | 31.51%-9.0pp |
| Employer contribution / active EE | $8,268 | $4,532+82.4% | $6,419+28.8% | $2,654+211.6% |
| Participant deferral / active EE | $12,218 | $7,702+58.6% | $9,331+30.9% | $4,375+179.3% |
| Admin fee / account holder | $266 | $235+13.2% | $16,305-98.4% | $834-68.1% |