Filed July 25, 2006
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 9-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: PROCYON PARTNERS LLC DBA PROCYON AD Service code 27 1 CORPORATE DR STE 225 · SHELTON, CT 064846230 | Advisory (Plan) | $43,027 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,840 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $993 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,195 | $60,261+162.5% | $81,783+93.4% | $74,546+112.2% |
| Participation rate | 89.9% | 62.9%+27.0pp | 72.4%+17.6pp | 67.2%+22.7pp |
| Annual return | 12.89% | 16.88%-4.0pp | 775.05%-762.2pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $18,389 | $2,622+601.4% | $2,913+531.4% | $2,624+600.7% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $430 | $1,482-71.0% | $7,380-94.2% | $1,944-77.9% |