Filed June 18, 2008
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 | $243,751 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,636 |
TORRILLO & ASSOCIATES, LLC6 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $26,000 |
THE HARTFORD1 year Filed as: HARTFORD FIRE INSURANCE COMPANY Service code 99 P.O. BOX 2907 · HARTFORD, CT 061042907 | Other Fees | $308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,375 | $39,973+23.5% | $79,550-37.9% | $77,904-36.6% |
| Participation rate | 90.1% | 64.6%+25.5pp | 69.5%+20.7pp | 73.7%+16.5pp |
| Annual return | -12.21% | 3.42%-15.6pp | 0.16%-12.4pp | 12.21%-24.4pp |
| Employer contribution / active EE | $1,283 | $1,088+17.9% | $2,413-46.8% | $2,848-55.0% |
| Participant deferral / active EE | $4,370 | $2,774+57.5% | $3,985+9.7% | $4,806-9.1% |
| Admin fee / account holder | $165 | $113+46.2% | $6,832-97.6% | $133+24.5% |