Filed October 22, 2008
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $139,289 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $51,049 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,925 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,829 | $115,744-16.3% | $100,383-3.5% | $199,768-51.5% |
| Participation rate | 97.2% | 85.7%+11.6pp | 81.5%+15.7pp | 72.0%+25.2pp |
| Annual return | 16.92% | 17.79%-0.9pp | 49.26%-32.3pp | 34.26%-17.3pp |
| Employer contribution / active EE | $8,039 | $3,657+119.8% | $3,944+103.9% | $3,037+164.8% |
| Participant deferral / active EE | $12,523 | $9,844+27.2% | $8,086+54.9% | $5,090+146.1% |
| Admin fee / account holder | $120 | $93+28.7% | $7,900-98.5% | $269-55.5% |