Filed June 28, 2006
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 | $56,632 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $36,901 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,981 | $84,487+59.8% | $125,339+7.7% | $66,914+101.7% |
| Participation rate | 77.7% | 76.4%+1.2pp | 82.4%-4.7pp | 69.8%+7.9pp |
| Annual return | -16.26% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,789 | $3,553+34.8% | $4,814-0.5% | $2,544+88.2% |
| Participant deferral / active EE | $7,474 | $6,781+10.2% | $7,446+0.4% | $4,237+76.4% |
| Admin fee / account holder | $301 | $685-56.0% | $10,010-97.0% | $593-49.2% |