Filed October 18, 2004 (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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,268 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,236 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $21,397 |
WILLIAM VAUGHAN COMPANY6 years Service code 10 145 CHESTERFIELD LN · MAUMEE, OH 435372209 | Accounting | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,301 | $86,922+97.1% | $102,438+67.2% | $80,874+111.8% |
| Participation rate | 97.6% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 9.68% | 18.90%-9.2pp | 29.37%-19.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $3,738 | $2,369+57.8% | $3,024+23.6% | $2,756+35.7% |
| Participant deferral / active EE | $6,020 | $4,119+46.2% | $5,054+19.1% | $4,297+40.1% |
| Admin fee / account holder | $1,031 | $8,050-87.2% | $9,448-89.1% | $6,935-85.1% |