Filed February 16, 2006
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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,692 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,876 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,076 |
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 | $45,800 | $65,061-29.6% | $143,757-68.1% | $66,914-31.6% |
| Participation rate | 89.3% | 65.2%+24.1pp | 80.3%+9.0pp | 69.8%+19.5pp |
| Annual return | -16.41% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,908 | $2,361-19.2% | $4,951-61.5% | $2,544-25.0% |
| Participant deferral / active EE | $3,552 | $2,919+21.7% | $5,637-37.0% | $4,237-16.2% |
| Admin fee / account holder | $272 | $502-45.9% | $14,673-98.1% | $593-54.2% |