Filed January 3, 2012
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 | $46,954 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $27,162 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,837 | $50,982+31.1% | $154,803-56.8% | $85,563-21.9% |
| Participation rate | 84.6% | 59.8%+24.8pp | 78.1%+6.5pp | 66.0%+18.7pp |
| Annual return | 14.97% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,757 | $2,474+92.3% | $5,540-14.1% | $4,375+8.7% |
| Admin fee / account holder | $138 | $846-83.7% | $14,329-99.0% | $834-83.5% |