Filed June 21, 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 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 ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $60,939 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $33,981 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,285 |
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 | $110,352 | $122,239-9.7% | $184,200-40.1% | $74,546+48.0% |
| Participation rate | 92.5% | 85.5%+7.0pp | 86.8%+5.6pp | 67.2%+25.2pp |
| Annual return | 14.81% | 19.95%-5.1pp | 28.80%-14.0pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,122 | $4,537-53.2% | $6,424-67.0% | $2,624-19.1% |
| Participant deferral / active EE | $5,658 | $7,139-20.7% | $9,132-38.0% | $4,347+30.2% |
| Admin fee / account holder | $746 | $1,260-40.8% | $13,907-94.6% | $1,944-61.6% |