Filed July 9, 2007 (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 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 | $72,294 |
Filed as: HAND BENEFITS AND TRUST COMPANY DBA Service code 27 3401 MASONS MILL RD STE 601 · HUNTINGDON VALLEY, PA 190063527 | Advisory (Plan) | $24,497 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $714 |
Employer contribution per participant 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 | $29,256 | $47,126-37.9% | $149,673-80.5% | $74,419-60.7% |
| Participation rate | 92.9% | 63.4%+29.5pp | 78.8%+14.2pp | 70.7%+22.2pp |
| Annual return | 21.97% | 22.75%-0.8pp | 134.42%-112.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $2 | $1,905-99.9% | $4,818-100.0% | $2,637-99.9% |
| Participant deferral / active EE | $4,566 | $2,728+67.4% | $5,680-19.6% | $4,528+0.8% |
| Admin fee / account holder | $138 | $343-59.8% | $13,210-99.0% | $348-60.4% |