Filed November 16, 2005
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,336 |
SECURITIES AMERICA INC5 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $22,051 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,331 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,961 | $45,602-32.1% | $117,472-73.6% | $66,914-53.7% |
| Participation rate | 87.5% | 57.6%+29.9pp | 70.6%+16.9pp | 69.8%+17.7pp |
| Annual return | -14.69% | -16.74%+2.0pp | 29.74%-44.4pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,877 | $1,579+18.9% | $4,176-55.0% | $2,544-26.2% |
| Participant deferral / active EE | $2,763 | $2,845-2.9% | $4,070-32.1% | $4,237-34.8% |
| Admin fee / account holder | $277 | $661-58.1% | $5,645-95.1% | $593-53.4% |