Filed June 8, 2009
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,066 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $38,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,798 | $88,890+61.8% | $102,423+40.4% | $77,643+85.2% |
| Participation rate | 62.0% | 80.9%-18.9pp | 76.5%-14.4pp | 70.6%-8.5pp |
| Annual return | 12.26% | 24.98%-12.7pp | 29.32%-17.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,830 | $2,698-32.1% | $3,023-39.5% | $2,726-32.8% |
| Participant deferral / active EE | $4,876 | $5,145-5.2% | $5,053-3.5% | $4,647+4.9% |
| Admin fee / account holder | $242 | $235+2.6% | $9,451-97.4% | $430-43.9% |