Filed September 16, 2005 (most recent of 3 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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,336 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,245 |
MMA SECURITIES LLC3 years Filed as: MARSH USA INC Service code 10 2929 ALLEN PKWY · HOUSTON, TX 770192178 | Accounting | $7,500 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $6,300 |
Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $46 |
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 | $340,944 | $129,021+164.3% | $184,203+85.1% | $77,643+339.1% |
| Participation rate | 97.3% | 87.3%+10.0pp | 86.8%+10.5pp | 70.6%+26.7pp |
| Annual return | 16.68% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.6pp |
| Employer contribution / active EE | $11,344 | $4,413+157.1% | $6,427+76.5% | $2,726+316.2% |
| Participant deferral / active EE | $15,193 | $7,297+108.2% | $9,131+66.4% | $4,647+226.9% |
| Admin fee / account holder | $99 | $254-61.1% | $13,901-99.3% | $430-77.1% |