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 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $105,488 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,762 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 4807 INNOVATIVE LN · MADISON, WI 53718 | Accounting | $7,620 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $6,122 |
Employer 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 | $45,860 | $136,266-66.3% | $90,749-49.5% | $77,904-41.1% |
| Participation rate | 90.1% | 86.6%+3.4pp | 75.7%+14.4pp | 73.7%+16.4pp |
| Annual return | -16.20% | -11.32%-4.9pp | -12.16%-4.0pp | 12.21%-28.4pp |
| Employer contribution / active EE | -$1 | $4,215-100.0% | $2,921-100.1% | $2,848-100.1% |
| Participant deferral / active EE | $5,213 | $6,353-18.0% | $4,564+14.2% | $4,806+8.5% |
| Admin fee / account holder | $88 | $399-77.9% | $8,445-99.0% | $133-33.4% |