Filed November 22, 2005
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 | $138,555 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $32,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $85,838 | $122,186-29.7% | $146,958-41.6% | $199,593-57.0% |
| Participation rate | 47.5% | 78.3%-30.8pp | 82.2%-34.7pp | 72.0%-24.5pp |
| Annual return | 16.11% | 30.56%-14.5pp | 418.34%-402.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,459 | $4,093-64.4% | $4,933-70.4% | $3,034-51.9% |
| Participant deferral / active EE | $2,104 | $8,502-75.3% | $8,070-73.9% | $5,087-58.6% |
| Admin fee / account holder | $172 | $179-3.5% | $12,998-98.7% | $269-35.9% |