Filed January 18, 1
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 | $101,699 |
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $89,810 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,307 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,644 | $104,919-33.6% | $116,228-40.1% | $85,563-18.6% |
| Participation rate | 95.6% | 78.6%+17.0pp | 74.6%+21.1pp | 66.0%+29.7pp |
| Annual return | 10.07% | 15.38%-5.3pp | 90.06%-80.0pp | 31.51%-21.4pp |
| Employer contribution / active EE | $3,575 | $3,485+2.6% | $2,994+19.4% | $2,654+34.7% |
| Participant deferral / active EE | $6,536 | $5,306+23.2% | $4,953+32.0% | $4,375+49.4% |
| Admin fee / account holder | $320 | $429-25.2% | $11,989-97.3% | $834-61.6% |