Filed October 18, 2004
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,685 |
THE PATRIOT FINANCIAL GROUP3 years Service code 26 · EIN 90-0138117 55 WEST STREET STE 201 · WALPOLE, MA 02081 | Advisory (Participants) | $25,075 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 10 WATERSIDE DRIVE SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $22,315 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 47-2534181 | Recordkeeping | $19,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,315 | $75,923-11.3% | $102,423-34.3% | - |
| Participation rate | 95.2% | 71.4%+23.8pp | 76.5%+18.7pp | - |
| Annual return | 8.58% | 15.12%-6.5pp | 29.32%-20.7pp | - |
| Employer contribution / active EE | $2,177 | $2,206-1.3% | $3,023-28.0% | - |
| Participant deferral / active EE | $3,846 | $4,258-9.7% | $5,053-23.9% | - |
| Admin fee / account holder | $340 | $11,449-97.0% | $9,451-96.4% | - |