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 | $16,691 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,240 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $7,646 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,224 | $76,050-58.9% | $96,544-67.7% | $71,457-56.3% |
| Participation rate | 86.6% | 74.4%+12.2pp | 76.0%+10.7pp | 67.9%+18.7pp |
| Annual return | 14.43% | 22.81%-8.4pp | 25.84%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $931 | $2,244-58.5% | $2,965-68.6% | $2,588-64.0% |
| Participant deferral / active EE | $3,155 | $4,215-25.2% | $4,851-35.0% | $4,289-26.4% |
| Admin fee / account holder | $222 | $2,707-91.8% | $8,252-97.3% | $1,587-86.0% |