Filed December 15, 2010
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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,342 |
Filed as: ROBIN S WEINGAST Service code 13 · EIN 11-2859146 100 QUENTIN ROOSEVELT BLVD STE #507 · GARDEN CITY, NY 11530 | Contract Administrator | $10,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,560 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $1,847 |
Service code 13 | Contract Administrator | $1,846 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,580 | $47,126-69.1% | $149,673-90.3% | $74,419-80.4% |
| Participation rate | 87.9% | 63.4%+24.5pp | 78.8%+9.1pp | 70.7%+17.2pp |
| Annual return | 12.44% | 22.75%-10.3pp | 134.42%-122.0pp | 34.38%-21.9pp |
| Employer contribution / active EE | $721 | $1,905-62.1% | $4,818-85.0% | $2,637-72.6% |
| Participant deferral / active EE | $1,184 | $2,728-56.6% | $5,680-79.2% | $4,528-73.9% |
| Admin fee / account holder | $225 | $343-34.4% | $13,210-98.3% | $348-35.4% |