Filed July 13, 2007
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 ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $340,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158,493 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 60694 | Advisory (Plan) | $78,703 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $52,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,488 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,539 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $29,400 |
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 | $246,078 | $159,391+54.4% | $102,423+140.3% | $99,062+148.4% |
| Participation rate | 97.9% | 88.6%+9.3pp | 76.5%+21.4pp | 71.6%+26.3pp |
| Annual return | 17.45% | 19.03%-1.6pp | 29.32%-11.9pp | 17.66%-0.2pp |
| Employer contribution / active EE | $4,003 | $4,207-4.9% | $3,023+32.4% | $3,262+22.7% |
| Participant deferral / active EE | $15,807 | $7,498+110.8% | $5,053+212.8% | $5,331+196.5% |
| Admin fee / account holder | $21 | $159-86.7% | $9,451-99.8% | $109-80.5% |