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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,351 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,875 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,650 | $60,323+361.9% | $81,812+240.6% | $74,495+274.1% |
| Participation rate | 94.8% | 62.9%+32.0pp | 72.3%+22.5pp | 67.2%+27.6pp |
| Annual return | 15.26% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $17,404 | $2,620+564.2% | $2,912+497.6% | $2,623+563.5% |
| Participant deferral / active EE | $13,180 | $3,387+289.1% | $4,319+205.2% | $4,346+203.3% |
| Admin fee / account holder | $173 | $1,486-88.4% | $7,386-97.7% | $1,942-91.1% |