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 | $29,834 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,253 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.)
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 | $119,404 | $91,407+30.6% | $135,903-12.1% | $71,457+67.1% |
| Participation rate | 85.4% | 75.7%+9.8pp | 81.9%+3.5pp | 67.9%+17.5pp |
| Annual return | 15.85% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,847 | $3,703-50.1% | $4,856-62.0% | $2,588-28.6% |
| Participant deferral / active EE | $5,545 | $7,092-21.8% | $7,758-28.5% | $4,289+29.3% |
| Admin fee / account holder | $310 | $1,266-75.5% | $10,762-97.1% | $1,587-80.5% |