Filed June 14, 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 4-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 | $13,348 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $1,475 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $211 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,084 | $68,914-88.3% | $136,749-94.1% | $74,304-89.1% |
| Participation rate | 96.4% | 51.3%+45.1pp | 72.1%+24.3pp | 60.3%+36.1pp |
| Annual return | 14.37% | 16.34%-2.0pp | 24.33%-10.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,380 | $1,561-11.6% | $3,400-59.4% | $2,241-38.4% |
| Participant deferral / active EE | $1,702 | $2,541-33.0% | $4,692-63.7% | $3,767-54.8% |
| Admin fee / account holder | $79 | $3,149-97.5% | $11,386-99.3% | $2,969-97.3% |