Filed August 14, 2009 (most recent of 2 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,973 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $20 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,858 | $82,917-6.1% | $103,333-24.7% | $77,643+0.3% |
| Participation rate | 86.1% | 71.6%+14.6pp | 74.5%+11.6pp | 70.6%+15.6pp |
| Annual return | 13.48% | 19.13%-5.6pp | 24.88%-11.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,352 | $3,552-33.8% | $3,868-39.2% | $2,726-13.7% |
| Participant deferral / active EE | $6,169 | $4,108+50.2% | $5,057+22.0% | $4,647+32.7% |
| Admin fee / account holder | $147 | $638-76.9% | $8,355-98.2% | $430-65.7% |