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 | $26,491 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,452 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,603 | $61,272-15.8% | $149,673-65.5% | $71,457-27.8% |
| Participation rate | 96.0% | 62.5%+33.5pp | 78.8%+17.2pp | 67.9%+28.1pp |
| Annual return | 15.03% | 35.85%-20.8pp | 134.42%-119.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,003 | $2,378-15.8% | $4,818-58.4% | $2,588-22.6% |
| Participant deferral / active EE | $3,620 | $2,917+24.1% | $5,680-36.3% | $4,289-15.6% |
| Admin fee / account holder | $251 | $1,261-80.1% | $13,210-98.1% | $1,587-84.2% |