Filed December 14, 2011
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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,749 |
Service code 10 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Accounting | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,064 | $58,264+92.3% | $86,612+29.4% | $71,457+56.8% |
| Participation rate | 96.1% | 65.0%+31.1pp | 71.7%+24.4pp | 67.9%+28.2pp |
| Annual return | 13.83% | 21.63%-7.8pp | 591.07%-577.2pp | 28.85%-15.0pp |
| Employer contribution / active EE | $7,241 | $2,574+181.3% | $3,022+139.6% | $2,588+179.8% |
| Participant deferral / active EE | $6,139 | $3,436+78.7% | $4,438+38.3% | $4,289+43.1% |
| Admin fee / account holder | $364 | $1,057-65.6% | $5,614-93.5% | $1,587-77.1% |