Filed June 14, 2008 (most recent of 6 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $40,837 |
Filed as: MCLAREN HEALTH CARE CORPORATION DBA Service code 99 ONE MCLAREN PKWY · GRAND BLANC, MI 48439 | Other Fees | $8,582 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $4,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,016 | $50,982+25.6% | $154,803-58.6% | $85,563-25.2% |
| Participation rate | 98.9% | 59.8%+39.1pp | 78.1%+20.8pp | 66.0%+32.9pp |
| Annual return | 16.70% | 30.35%-13.7pp | 58.88%-42.2pp | 31.51%-14.8pp |
| Employer contribution / active EE | $2,348 | $1,708+37.4% | $4,305-45.5% | $2,654-11.5% |
| Participant deferral / active EE | $4,086 | $2,474+65.1% | $5,540-26.3% | $4,375-6.6% |
| Admin fee / account holder | $37 | $846-95.6% | $14,329-99.7% | $834-95.6% |