Filed October 26, 2006 (most recent of 3 filings on file)
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,720 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $10,743 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,592 | $84,487+38.0% | $125,339-7.0% | $66,914+74.2% |
| Participation rate | 84.6% | 76.4%+8.2pp | 82.4%+2.2pp | 69.8%+14.8pp |
| Annual return | -14.84% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,778 | $3,553-49.9% | $4,814-63.1% | $2,544-30.1% |
| Participant deferral / active EE | $5,181 | $6,781-23.6% | $7,446-30.4% | $4,237+22.3% |
| Admin fee / account holder | $307 | $685-55.2% | $10,010-96.9% | $593-48.3% |