Filed January 24, 2007
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 | $75,277 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,802 |
BAKER TILLY US, LLP7 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $17,835 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,954 |
Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,943 | $99,078-66.8% | $96,544-65.9% | $74,419-55.7% |
| Participation rate | 96.5% | 80.7%+15.8pp | 76.0%+20.5pp | 70.7%+25.7pp |
| Annual return | 16.97% | 22.48%-5.5pp | 25.84%-8.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,286 | $2,570-50.0% | $2,965-56.6% | $2,637-51.3% |
| Participant deferral / active EE | $3,099 | $4,933-37.2% | $4,851-36.1% | $4,528-31.6% |
| Admin fee / account holder | $122 | $225-45.6% | $8,252-98.5% | $348-64.9% |