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 | $28,933 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,583 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $18,116 |
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.
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 | $104,411 | $100,923+3.5% | $150,045-30.4% | $74,304+40.5% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.3%+6.6pp | 60.3%+28.5pp |
| Annual return | 11.91% | 51.77%-39.9pp | 62.55%-50.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $2,042 | $3,463-41.0% | $4,693-56.5% | $2,241-8.9% |
| Participant deferral / active EE | $6,095 | $6,709-9.2% | $7,997-23.8% | $3,767+61.8% |
| Admin fee / account holder | $372 | $2,767-86.5% | $13,435-97.2% | $2,969-87.5% |