Filed November 9, 2005
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 | $18,445 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,959 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $1,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,211 | $65,435-49.2% | $86,677-61.7% | $66,914-50.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 76.6%-1.6pp | 69.8%+5.2pp |
| Annual return | -13.82% | -10.89%-2.9pp | 35.91%-49.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $741 | $2,153-65.6% | $2,836-73.9% | $2,544-70.9% |
| Participant deferral / active EE | $2,466 | $4,100-39.9% | $4,656-47.0% | $4,237-41.8% |
| Admin fee / account holder | $293 | $642-54.3% | $7,493-96.1% | $593-50.6% |