Filed January 31, 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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $74,182 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY MANAGEMENT LLC DBA B Service code 27 · EIN 26-4560299 ATTN FEE BILLING DEPARTMENT · BALTIMORE, MD 21231 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $18,900 |
SMITH & DOWNEY1 year Filed as: SMITH & DOWNEY PA Service code 29 ONE W PENNSYLVANIA AVE STE 950 · BALTIMORE, MD 21204 | Legal | $2,451 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,151 | $88,890+18.3% | $102,423+2.7% | $77,643+35.4% |
| Participation rate | 74.8% | 80.9%-6.1pp | 76.5%-1.7pp | 70.6%+4.2pp |
| Annual return | 10.80% | 24.98%-14.2pp | 29.32%-18.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,747 | $2,698-35.2% | $3,023-42.2% | $2,726-35.9% |
| Participant deferral / active EE | $6,058 | $5,145+17.7% | $5,053+19.9% | $4,647+30.4% |
| Admin fee / account holder | $416 | $235+76.7% | $9,451-95.6% | $430-3.4% |