Filed March 7, 1997
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 | $53,180 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $25,504 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,305 |
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 | $158,293 | $59,417+166.4% | $93,606+69.1% | $74,495+112.5% |
| Participation rate | 88.0% | 59.7%+28.3pp | 68.7%+19.3pp | 67.2%+20.8pp |
| Annual return | 9.12% | 81.83%-72.7pp | 133.20%-124.1pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $1,882 | $1,264+48.9% | $2,420-22.2% | $2,623-28.3% |
| Participant deferral / active EE | $4,602 | $3,050+50.9% | $4,411+4.3% | $4,346+5.9% |
| Admin fee / account holder | $903 | $3,021-70.1% | $8,285-89.1% | $1,942-53.5% |