Filed April 20, 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 | $192,475 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $413 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,130 | $112,686-19.1% | $169,993-46.4% | $80,160+13.7% |
| Participation rate | 97.5% | 87.4%+10.1pp | 87.0%+10.5pp | 72.9%+24.6pp |
| Annual return | 15.83% | 67.04%-51.2pp | 53.37%-37.5pp | 40.38%-24.6pp |
| Employer contribution / active EE | $3,197 | $4,481-28.6% | $6,785-52.9% | $2,978+7.4% |
| Participant deferral / active EE | $7,070 | $7,876-10.2% | $10,408-32.1% | $5,017+40.9% |
| Admin fee / account holder | $119 | $99+19.9% | $12,815-99.1% | $145-18.0% |