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 | $77,679 |
Filed as: HAND BENEFITS AND TRUST COMPANY DBA Service code 27 3401 MASONS MILL RD STE 601 · HUNTINGDON VALLEY, PA 190063527 | Advisory (Plan) | $30,034 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,222 |
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 | $35,861 | $50,982-29.7% | $154,803-76.8% | $85,563-58.1% |
| Participation rate | 95.1% | 59.8%+35.3pp | 78.1%+17.0pp | 66.0%+29.1pp |
| Annual return | 17.47% | 30.35%-12.9pp | 58.88%-41.4pp | 31.51%-14.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,977 | $2,474+101.2% | $5,540-10.2% | $4,375+13.8% |
| Admin fee / account holder | $135 | $846-84.0% | $14,329-99.1% | $834-83.8% |