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 | $60,323+162.2% | $81,812+93.4% | $74,495+112.4% |
| Participation rate | 89.9% | 62.9%+27.1pp | 72.3%+17.6pp | 67.2%+22.7pp |
| Annual return | 12.89% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $18,389 | $2,620+601.8% | $2,912+531.4% | $2,623+601.1% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $430 | $1,486-71.0% | $7,386-94.2% | $1,942-77.8% |