Filed January 19, 2006
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 8-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,489 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $14,840 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $5,204 |
WIPFLI LLP1 year Service code 13 · EIN 39-0758449 | Contract Administrator | $3,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,949 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,669 | $102,553-19.4% | $151,611-45.5% | $66,914+23.5% |
| Participation rate | 96.4% | 85.5%+10.9pp | 87.5%+8.9pp | 69.8%+26.6pp |
| Annual return | -15.47% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,000 | $4,180-28.2% | $6,166-51.3% | $2,544+17.9% |
| Participant deferral / active EE | $3,533 | $6,641-46.8% | $8,363-57.8% | $4,237-16.6% |
| Admin fee / account holder | $216 | $630-65.7% | $11,616-98.1% | $593-63.5% |