Filed June 6, 2002 (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 O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $624,144 |
ARC EXPRESS & SURPLUS, LLC9+ years Service code 23 · EIN 11-3367953 | Insurance services | $223,752 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $128,872 |
Service code 13 213 WASHINGTON ST · NEWARK, NJ 07102 | Contract Administrator | $126,494 |
Service code 29 · EIN 41-0244008 2200 WELLS FARGO CENTER · MINNEAPOLIS, MN 554023901 | Legal | $112,726 |
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 | $92,328 | $55,730+65.7% | $96,683-4.5% | $96,393-4.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.6pp | 71.3%+28.7pp |
| Annual return | 20.80% | 12.78%+8.0pp | 35.69%-14.9pp | 22.88%-2.1pp |
| Employer contribution / active EE | $4,674 | $4,014+16.5% | $3,737+25.1% | $3,238+44.3% |
| Participant deferral / active EE | $9,112 | $3,393+168.5% | $4,878+86.8% | $5,455+67.0% |
| Admin fee / account holder | $73 | $105-31.2% | $6,730-98.9% | $74-1.7% |