Filed March 21, 2006 (most recent of 2 filings on file)
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 4-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 COMPANY OF AMERICA Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $202,259 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $182,314 |
WELLSPAN HEALTH2 years Service code 14 · EIN 22-2517863 | Plan Administrator | $20,583 |
ALOKDESHPANDE DBA/ SMARTPATH2 years Service code 26 2451 CUMBERLAND PARKWAY, #3608 · ATLANTA, GA 30339 | Advisory (Participants) | $15,255 |
STAMBAUGH NESS PC3 years Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $12,288 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-3106735 | Securities brokerage | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,359 | $53,136+2.3% | $155,509-65.0% | $199,593-72.8% |
| Participation rate | 61.4% | 64.1%-2.7pp | 78.2%-16.8pp | 72.0%-10.6pp |
| Annual return | 14.66% | 41.15%-26.5pp | 64.67%-50.0pp | 34.25%-19.6pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,567 | $3,161+12.9% | $5,626-36.6% | $5,087-29.9% |
| Admin fee / account holder | $290 | $185+56.7% | $15,912-98.2% | $269+8.1% |