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 | $28,281 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,457 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,757 | $101,317+6.4% | $146,958-26.7% | $74,495+44.7% |
| Participation rate | 81.9% | 75.5%+6.3pp | 82.2%-0.3pp | 67.2%+14.7pp |
| Annual return | 10.99% | 8730.91%-8719.9pp | 418.34%-407.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,805 | $3,810-52.6% | $4,933-63.4% | $2,623-31.2% |
| Participant deferral / active EE | $5,441 | $7,303-25.5% | $8,070-32.6% | $4,346+25.2% |
| Admin fee / account holder | $267 | $1,739-84.6% | $12,998-97.9% | $1,942-86.2% |