Filed March 26, 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $338,154 |
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $245,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,529 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $15,488 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,913 | $241,101-87.2% | $103,333-70.1% | $199,593-84.5% |
| Participation rate | 90.1% | 78.3%+11.8pp | 74.5%+15.6pp | 72.0%+18.1pp |
| Annual return | 11.54% | 17.80%-6.3pp | 24.88%-13.3pp | 34.25%-22.7pp |
| Employer contribution / active EE | $612 | $4,244-85.6% | $3,868-84.2% | $3,034-79.8% |
| Participant deferral / active EE | $5,155 | $3,958+30.2% | $5,057+1.9% | $5,087+1.3% |
| Admin fee / account holder | $108 | $288-62.4% | $8,355-98.7% | $269-59.8% |