Filed November 9, 2005 (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 ADVISORY GROUP, LLC Service code 15 · EIN 84-1532243 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $931,672 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $349,253 |
Filed as: CAPFINANCIAL PARTNERS & ANNUITY INS Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $63,784 |
BAKER TILLY US, LLP1 year Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $12,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,058 | $125,029-0.8% | $90,749+36.7% | $78,044+59.0% |
| Participation rate | 97.3% | 93.0%+4.4pp | 75.7%+21.6pp | 74.4%+22.9pp |
| Annual return | -14.84% | -14.80%0pp | -12.16%-2.7pp | 10.87%-25.7pp |
| Employer contribution / active EE | $4,475 | $4,916-9.0% | $2,921+53.2% | $3,125+43.2% |
| Participant deferral / active EE | $6,554 | $7,684-14.7% | $4,564+43.6% | $5,084+28.9% |
| Admin fee / account holder | $160 | $56+186.9% | $8,445-98.1% | $79+102.7% |