Filed April 27, 2006
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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $2,667 |
401K ADVISORS INC2 years Filed as: 401K ADVISORS INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,285 | $51,197+291.2% | $82,719+142.1% | $66,914+199.3% |
| Participation rate | 88.8% | 67.8%+21.0pp | 72.6%+16.3pp | 69.8%+19.0pp |
| Annual return | -15.91% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $8,175 | $2,611+213.1% | $3,009+171.7% | $2,544+221.3% |
| Participant deferral / active EE | $12,723 | $3,458+267.9% | $4,395+189.5% | $4,237+200.3% |
| Admin fee / account holder | $8 | $416-98.0% | $5,329-99.8% | $593-98.6% |