Filed November 7, 2007
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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,094 |
Service code 13 3552 NE RALPH POWELL RD · LEES SUMMIT, MO 64064 | Contract Administrator | $11,770 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 135 PINELAWN RD, STE 240 N · MELVILLE, NY 11747 | Contract Administrator | $735 |
MMLIS2 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $178 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,559 | $56,423-1.5% | $77,163-28.0% | $71,457-22.2% |
| Participation rate | 88.0% | 64.3%+23.7pp | 69.6%+18.4pp | 67.9%+20.1pp |
| Annual return | 16.63% | 19.05%-2.4pp | 37.87%-21.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $845 | $1,866-54.7% | $2,535-66.7% | $2,588-67.3% |
| Participant deferral / active EE | $3,748 | $3,142+19.3% | $3,833-2.2% | $4,289-12.6% |
| Admin fee / account holder | $99 | $1,429-93.1% | $5,472-98.2% | $1,587-93.8% |