Filed January 26, 2006 (most recent of 3 filings on file)
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 | $23,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,218 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $4,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,033 | $30,588+109.3% | $53,898+18.8% | $85,563-25.2% |
| Participation rate | 42.4% | 26.3%+16.0pp | 55.0%-12.6pp | 66.0%-23.6pp |
| Annual return | 8.37% | 50.42%-42.0pp | 528.60%-520.2pp | 31.51%-23.1pp |
| Employer contribution / active EE | $545 | $436+24.9% | $932-41.6% | $2,654-79.5% |
| Participant deferral / active EE | $1,908 | $848+125.0% | $1,826+4.5% | $4,375-56.4% |
| Admin fee / account holder | $234 | $1,879-87.5% | $2,491-90.6% | $834-71.9% |