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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $314,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,900 |
TORRILLO & ASSOCIATES, LLC9 years Filed as: BOYER & RITTER LLC Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $27,000 |
THE HARTFORD4 years Filed as: HARTFORD FIRE INSURANCE COMPANY Service code 99 P.O. BOX 2907 · HARTFORD, CT 061042907 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,025 | $56,102+23.0% | $101,794-32.2% | $102,872-32.9% |
| Participation rate | 94.1% | 70.4%+23.8pp | 69.2%+24.9pp | 73.0%+21.1pp |
| Annual return | 16.32% | 14.06%+2.3pp | 30.53%-14.2pp | 19.06%-2.7pp |
| Employer contribution / active EE | $1,393 | $1,380+1.0% | $2,289-39.1% | $3,526-60.5% |
| Participant deferral / active EE | $5,161 | $2,801+84.3% | $4,084+26.4% | $5,535-6.7% |
| Admin fee / account holder | $193 | $262-26.4% | $8,777-97.8% | $292-34.0% |