Filed February 4, 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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,613,845 |
Service code 27 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Plan) | $339,871 |
THOMPSON HINE10+ years Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $53,618 |
Filed as: EMPOWER TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $19,909 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $13,975 |
Filed as: BANK NEW YORK (BNY) Service code 19 240 GREENWICH STREET · NEW YORK, NY 10286 | Securities Custodian | $10,487 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Direct payment ... | $8,610 |
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 | $172,303 | $152,104+13.3% | $184,203-6.5% | $106,382+62.0% |
| Participation rate | 86.5% | 85.9%+0.7pp | 86.8%-0.3pp | 69.9%+16.7pp |
| Annual return | 14.88% | 20.70%-5.8pp | 28.81%-13.9pp | 17.37%-2.5pp |
| Employer contribution / active EE | $6,042 | $5,326+13.5% | $6,427-6.0% | $3,364+79.6% |
| Participant deferral / active EE | $7,844 | $8,559-8.3% | $9,131-14.1% | $5,569+40.9% |
| Admin fee / account holder | $88 | $103-14.0% | $13,901-99.4% | $79+11.4% |