Filed April 29, 2008 (most recent of 2 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 LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $318,506 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,528 | $45,000-27.7% | $143,757-77.4% | $77,904-58.2% |
| Participation rate | 93.7% | 66.8%+26.8pp | 80.3%+13.3pp | 73.7%+20.0pp |
| Annual return | -13.72% | 29.03%-42.7pp | -0.04%-13.7pp | 12.21%-25.9pp |
| Employer contribution / active EE | $1,122 | $1,870-40.0% | $4,951-77.3% | $2,848-60.6% |
| Participant deferral / active EE | $2,790 | $3,157-11.6% | $5,637-50.5% | $4,806-41.9% |
| Admin fee / account holder | $76 | $98-22.3% | $14,673-99.5% | $133-42.3% |