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 | $42,506 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $36,739 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,545 |
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 | $46,944 | $52,224-10.1% | $88,946-47.2% | $102,872-54.4% |
| Participation rate | 18.7% | 40.8%-22.1pp | 68.8%-50.2pp | 73.0%-54.4pp |
| Annual return | 14.18% | 16.96%-2.8pp | 57.82%-43.6pp | 19.06%-4.9pp |
| Employer contribution / active EE | $482 | $1,241-61.2% | $2,555-81.1% | $3,526-86.3% |
| Participant deferral / active EE | $1,036 | $2,611-60.3% | $4,581-77.4% | $5,535-81.3% |
| Admin fee / account holder | $243 | $1,723-85.9% | $8,261-97.1% | $292-16.9% |