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 | $101,988 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $35,893 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 99 PO BOX 7398 · MADISON, WI 537077398 | Other Fees | $18,425 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,801 | $88,890-50.7% | $102,423-57.2% | $77,643-43.6% |
| Participation rate | 96.5% | 80.9%+15.5pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 12.62% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,180 | $2,698-56.3% | $3,023-61.0% | $2,726-56.7% |
| Participant deferral / active EE | $2,980 | $5,145-42.1% | $5,053-41.0% | $4,647-35.9% |
| Admin fee / account holder | $158 | $235-32.8% | $9,451-98.3% | $430-63.2% |