Filed December 1, 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 | $36,286 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,886 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $15,345 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,256 | $44,897-1.4% | $84,966-47.9% | $199,593-77.8% |
| Participation rate | 18.6% | 45.7%-27.1pp | 67.5%-48.9pp | 72.0%-53.4pp |
| Annual return | 14.95% | 20.96%-6.0pp | 66.38%-51.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $483 | $1,365-64.7% | $2,727-82.3% | $3,034-84.1% |
| Participant deferral / active EE | $1,104 | $2,668-58.6% | $4,519-75.6% | $5,087-78.3% |
| Admin fee / account holder | $217 | $584-62.9% | $6,149-96.5% | $269-19.4% |