Filed February 22, 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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $298 |
Filed as: CANANDAIGUA NATIONAL BANK AND TRUST Service code 27 1150 PITTSFORD VICTOR RD · PITTSFORD, NY 14534 | Advisory (Plan) | $0 |
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 | $56,282 | $93,571-39.9% | $135,903-58.6% | $75,163-25.1% |
| Participation rate | 79.8% | 75.2%+4.6pp | 81.9%-2.1pp | 67.2%+12.6pp |
| Annual return | -5.99% | 30.90%-36.9pp | 68.23%-74.2pp | 160.62%-166.6pp |
| Employer contribution / active EE | $1,698 | $3,537-52.0% | $4,856-65.0% | $2,670-36.4% |
| Participant deferral / active EE | $4,491 | $6,404-29.9% | $7,758-42.1% | $4,125+8.9% |
| Admin fee / account holder | $99 | $6,975-98.6% | $10,762-99.1% | $5,651-98.2% |