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 CO OF AME Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $237,254 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREEENWOOD VILLAGE, CO 80111 | Investment Management | $41,264 |
TORRILLO & ASSOCIATES, LLC7 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $26,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,938 | $44,626+20.9% | $86,188-37.4% | $80,160-32.7% |
| Participation rate | 93.5% | 63.5%+30.0pp | 69.0%+24.5pp | 72.9%+20.6pp |
| Annual return | 15.95% | 19.61%-3.7pp | 1168.45%-1152.5pp | 40.38%-24.4pp |
| Employer contribution / active EE | $1,273 | $1,099+15.8% | $2,380-46.5% | $2,978-57.3% |
| Participant deferral / active EE | $4,349 | $2,769+57.1% | $3,985+9.1% | $5,017-13.3% |
| Admin fee / account holder | $152 | $133+14.4% | $6,852-97.8% | $145+5.2% |