Filed March 19, 2002
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC5 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $13,441 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,270 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,507 | $64,707+35.2% | $112,228-22.0% | $68,494+27.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,319 | $2,746-52.0% | $3,635-63.7% | $2,596-49.2% |
| Participant deferral / active EE | $3,187 | $3,565-10.6% | $4,728-32.6% | $4,027-20.9% |
| Admin fee / account holder | $276 | $5,232-94.7% | $6,410-95.7% | $5,403-94.9% |