Filed January 30, 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 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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $755,745 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $725,711 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 27 DEPT 3570 BOX 4410 · WOBURN, MA 10888 | Advisory (Plan) | $126,337 |
CLIFTONLARSONALLEN LLP3 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $14,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,807 | $57,150+146.4% | $93,606+50.4% | $106,382+32.4% |
| Participation rate | 51.5% | 49.1%+2.4pp | 68.7%-17.3pp | 69.9%-18.4pp |
| Annual return | 13.76% | 15.81%-2.1pp | 133.20%-119.4pp | 17.37%-3.6pp |
| Employer contribution / active EE | $1,828 | $1,015+80.1% | $2,420-24.5% | $3,364-45.7% |
| Participant deferral / active EE | $4,335 | $1,853+134.0% | $4,411-1.7% | $5,569-22.1% |
| Admin fee / account holder | $94 | $64+46.5% | $8,285-98.9% | $79+19.0% |